Phil Sherman
Founder, Lead Advisor, FoxHedge Advisors
Phil Sherman is listed as Founder, Lead Advisor, FoxHedge Advisors. Phil spoke at PLANADVISER 360 2026 in November 2026 (panellist, “The Odd Couple”). Speaks mainly at Financial Services events.
Compiled from published conference agendas; not yet confirmed by Phil. Is this you? Claim this profile.
- Sector: Financial Services
About
Phil Sherman, CFP , is the Senior Retirement Plan Consultant of Deschutes Investment Consulting in Portland, OR. He was originally drawn to the retirement plan industry after years of working in the wealth management field, where his interactions shed light on the lack of financial literacy. This inspired him to shift his focus to retirement plans and their participants. By working with retirement plans, he realized he could have a direct impact on education through workplace benefits and help employees better handle their money and make choices today that will have a lasting impact for tomorrow.
Sessions at 1 conference
PLANADVISER 360 2026 9 November 2026 – 11 November 2026
- The Odd Couple Panellist · 9 November 2026
Spoke alongside
People who have shared a session with Phil at events on B2DB.
- Kelli Send Co-Founder, SVP Financial Wellness Services · Francis LLC 1 shared session
- Leah Sylvester Executive Partner, President - Retirement Plans · Shepherd Financial 1 shared session
- Meghan Wojton VP, Advisor Consultant · Fidelity Investments 1 shared session