Who we are

Philip C. Strick,
CFP, ChFC, QFP

Philip C. Strick, Jr. is the President and co-owner of LifePlans Financial & Insurance Services, Inc. He is a Registered Principal and Managing Executive with Royal Alliance Associates, Inc. Phil earned his undergraduate degree in Business and Economics from the University of the Pacific, and his master's degree from San Francisco State University. Phil is a CERTIFIED FINANCIAL PLANNER (CFP®), a Chartered Financial Consultant (ChFC), a Qualified Financial Planner (QFP) and has been a member of the Institute of Registered Financial Planners (IRFP), and is currently an active member of the Institute of Certified Financial Planners (ICFP) and the Financial Planners Association (FPA).

Phil is an "Invited Lecturer" to colleges, universities and civic organizations throughout California. He regularly speaks on topics regarding current investments, financial planning and retirement planning. Phil has been in the financial services industry since 1975.

Phil has also been a Due Diligence Review Officer and is responsible for insuring companies perform as represented, and has reviewed companies seeking association with LifePlans.

Phil has been a high school and college teacher for more than 12 years in both Northern and Southern California, most recently teaching Financial Planning at Cypress College. He is also a retired officer with the U.S. Army Reserves.

James Bogdan
Chairman of the Board

James V. Bogdan is the Chairman of the Board and co-owner of LifePlans Financial & Insurance Services, Inc. He is also a Registered Principal and Bonus Group Manager with Royal Alliance Associates, Inc. Jim earned his BA degree from San Francisco State University in 1967 and his MA degree in Education from Stanford University in 1968. He holds the Series 7, 24, 51, 63, and 65 registrations from the FINRA.

Mr. Bogdan began his career as a high school teacher and coach in the San Mateo Union High School District. In 1971 he became securities and insurance licensed and offered financial services to his fellow teachers and staff members on a part-time basis. In 1982 Jim was offered a full time position with the securities firm he was employed by as their Bay Area Regional Manager and he left the teaching profession. In his current position, he still spends a great deal of time teaching and training, just to a different set of students.

In 1984 Mr. Bogdan was promoted and relocated to Newport Beach where he eventually became President of the securities firm. In September, 1996 he and his partner, Mr. Philip Strick, struck a deal with the owners of the firm to buy the marketing arm of the broker/dealer and, thus, LifePlans Financial & Insurance Services was born. At LifePlans Jim's primary responsibilities include recruiting, administrative and accounting functions, and solving various daily business issues that arise. In his capacity as a Managing Executive of Royal Alliance Associates, Inc. he oversees branch office inspections.

James V. Bogdan is a Registered Representative of and offers securities and advisory services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.

No offers may be made or accepted from any resident outside the specific states referenced.

     Philip C. Strick, Jr. is also a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific state(s) referenced.



IMPORTANT CONSUMER INFORMATION:

     A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

      For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

Who we are

Contact Info

LifePlans Financial & Insurance Services, Inc.