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Bancy P
Series 65
Alpharetta, GA
Soar Financial LLC
Bancy Philip is a financial advisor at Soar Financial LLC with three years of industry experience. She holds a Series 65 credential and has prior work history at Equifax for 20 years. In addition to her advisory role, she is a partner and CPA at Cititax Associates, where she provides tax and accounting services. Soar Financial LLC offers investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, and qualified retirement plans. The firm customizes portfolios using a range of investment vehicles and emphasizes long-term strategies with tactical adjustments for tax or market considerations.
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