Philip Mock (CFA, CFP®)

Philip Mock focuses in the
following client markets or areas of practice:

Business Owners

Hourly

Investment Advice with Ongoing Management

Medical Professionals

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

1522 Financial is a modern wealth management firm that focuses on delivering innovative financial plans without unnecessary complexity. I believe planning should be like most things in life – flexible, and we do not require clients to have me manage their assets in order to work with us. Whether we’re diving into complex financial planning or helping to create investment portfolios to meet clients’ goals – we are a fiduciary. Given my background, I do my best work in helping people near retirement plan for the financial challenges that come with retiring - with an emphasis on tax planning and detailed investment planning.

Additional Information

I’m a native Oklahoman and I’ve spent the last decade working in wealth management firms before launching 1522 Financial in 2022. Previously, I was Chief Investment Officer at an independent Trust Company in Oklahoma.

I’m a proud graduate of Oklahoma State University for both my Masters and Bachelors degrees. I also completed the Executive Program in Financial Planning from the University of Georgia’s Terry College of Business. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst designations. When I’m not helping clients, you can find me spending time with my family and friends, playing golf, and playing guitar. I’m also an avid reader and am always up for a good book recommendation.