Phil Rongo III

I learned the investment business from my Dad. When I was about 5, I would wander into his home office and look over his shoulder at what he was doing. Even though I was obviously interrupting him, he would take the time to explain things in language I could understand. When I was about 12, I bought my first stock, Electronic Arts, because they made my favorite video game. I was hooked from that point on, and my Dad and I would have dedicated “study sessions”, complete with a whiteboard, where he would teach me all about the world of investing and taxes.

With this foundation, I went on to earn an undergraduate degree in Finance from Florida Atlantic University in Boca Raton, where I also served as an officer of the student-run Investors Association, and secured an internship through connections made as a student member of the CFA Society of South Florida. Convinced I could use computers to build a better investing mousetrap, I went on to earn a Master of Science in Data Science from Indiana University, where I learned to build AI algorithms from scratch and worked briefly designing neural networks and other models with the National Institute of Health (NIH).

There is nothing more enjoyable to me than helping you protect your wealth from litigation and taxes. From high-level estate strategy and coordinating with attorneys to protect your inheritance from lawsuits, inheritance squabbles, leaving a philanthropic legacy or providing for someone with special needs, to actively working to minimize your tax obligation through smart investment structures, loss harvesting, and account selection. As a fiduciary, I am committed, both personally and legally, to making decisions in your best interest, not based on a product shelf.

Investments and investment management is a specialty of ours at IBEX. My team specifically conducts all investment research and portfolio construction in-house, not farmed out to third party managers. We take a holistic approach to understand your risk tolerance, timeline and goals, and design and execute a plan to reach those goals.

Outside of work, I enjoy spending time with my wife Ashley, playing golf or tennis, and surfing during the winter. I hold my Financial Industry Regulatory Authority (FINRA) Series 65 with IBEX Wealth Advisors.

_{Phil Rongo III is solely an investment advisor representative of IBEX Wealth Advisors and not affiliated with LPL Financial.}