Inflection Financial

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Inflection Financial Skip to content Inflection Financial Home Thank you for your interest in Inflection Financial. We are not actively seeking new clients. If you feel that your situation merits an exception, please contact us at 210-200-8878. Proudly powered by WordPress About Us Inflection Financial Skip to content Inflection Financial About Us Phil is a partner at Inflection Financial. He previously founded Ducere Capital a wealth management practice. His prior work experience included directing executive compensation, company stock, and retirement plans for Rackspace Hosting. Early in his career, Phil served his country as a civil engineer officer in the United States Air Force. Phil earned his Masters of Business Administration degree with Honors from The Wharton School at The University of Pennsylvania and is also a Distinguished Graduate of The United States Air Force Academy. Phil is a CFA® Charterholder, a CERTIFIED FINANCIAL PLANNER practitioner, and an Enrolled Agent. He is married to his high school sweetheart and has three children. In his spare time he enjoys cycling the Texas hill country and playing pickup basketball. Amy is a partner at Inflection Financial. She has been in the retirement plan industry since 2007 and oversees the establishment and management of retirement programs. In addition to ensuring regulatory compliance for plans, her responsibilities also include fiduciary management. Her support includes analysis and preparation of material respecti

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