FulcrumPartners Phil BW
Phillip L. Currie Jr.
Senior Vice President – Retirement

For over 25 years, Managing Director and Partner Phillip L. Currie, Jr. has consulted in the employee and executive benefits field where he is recognized as an industry leader. His expertise includes designing executive benefit programs that align plan design features with corporate objectives and the implementation of various employee benefit cost take out strategies.

Dedicated to the client relationship, Phil says, “I must listen first, not assuming I know your objectives, before I am able to make my recommendations.”

Phil currently oversees the management of numerous employee and executive benefit programs for his Fortune 1000 clients, which are long-term client relationships that are built on trust and confidence in Phil’s experience and integrity.

  • More than 15 years of experience as a top executive benefits producer for one of the nation’s leading service providers; recognized as a leader of various employee benefit cost take out strategies
  • Began his career in the employee benefits division of Sedgwick James, which later merged with Marsh. At Sedgwick James, he developed the national “Standards of Practice” for the firm’s Executive Benefits Group
  • City of Glendora Investment Advisory Committee
  • Board of the Glendora Unified School District Endowment
  • Junior Achievement Volunteer for Glendora, California
Degrees, Certifications, and Registrations
  • Series 7 and 63 registered
  • Insurance licensed since 1989
  • University of Southern California, Bachelor of Science in Business Administration

Phillip Currie is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRASIPC, 130 Springside Drive, Suite 300, Akron, OH 44333. 800-765-5201. OneDigital and Fulcrum Partners are separate entities from Valmark Securities, Inc.

CA License #0A29734

Check the background of this investment professional on FINRA's BrokerCheck

Publications and Presentations

  • Main Presenter,Utah Association of CPAs Winter Conference (December 2011)

Financial Executive Magazine (December 2008)

  • “A New Look at Executive Retirement Plans”


  • Attentive listener with the capability to understand the needs of each client
  • Excellent “Critical Path” thinker with the ability to synthesize human resources, finance, and legal components
  • Strong understanding of how benefit plans align with corporate objectives and then deliver results