Broker Check

"I look to the future because that's where I'm going to spend the rest of my life."

— George Burns

divider

8300 Boone Blvd. 
Suite 500
Vienna, Va. 22182
(703) 289-5044 info@plumtreefinancial.com

Philip Dondes, CFP®, CLTC, MSc

Philip Dondes, CFP®, CLTC, MSc

Insurance Specialist

Philip Dondes’ passion is to help clients seek financial security. His aim is to find innovative financial strategies to his help clients enjoy their lifestyles, build their personal wealth, educate their children, and live a worry-free retirement. Hallmarks of Phil’s practice include honesty, communication, timeliness, compassion, attention-to-detail and a sense of humor.

 Before beginning his financial services career in 2007, Phil helped hundreds of families plan their final arrangements in accordance with their cultural, ethnic, and religious preferences. His first-hand experience with diverse families coping with dying loved ones bears witness to his strong advocacy for advance planning. Phil endorses protecting families whenever possible from life’s misfortunes.  He believes caring for your children whatever the circumstances and helping people through difficult times brings a sense of balance and fulfillment to our professional and personal lives.

 Two unforgettable moments took place when Phil taught his daughters to ride their bicycles.  When he finally let go of their bikes, his heart skipped a beat fearing the worst. After a couple of wobbles and a scraped knee, his daughters were all set. What a metaphor of life!

 Phil is a native Washingtonian.  He earned his Bachelor and Master degrees in Computer Science from University of Maryland and George Mason University, respectively, and his Certificate of Financial Planning from University of Virginia. He enjoys biking, hiking, classic cars, restoring furniture, and reading.  Phil is an outdoorsman, equally at home at the beach or the mountains.  He and his wife, Renee, spend much of their time providing opportunities for their two young daughters, Sydney and Ashley.