Phil Cubeta, CLU, CHFC, MSFS, AEP, CAP

Founder | Philanthropy Offerings

For many years, I served as The Wallace Chair in Philanthropy at The American College, responsible for the Chartered Advisor in Philanthropy (CAP) designation. Now, I offer practical programs CAPs can bring to their best clients and donors. Earlier, I served as Chief of Staff for The Nautilus Group, an initiative of New York Life, providing clients of the company’s top 200 agents with estate planning, business succession planning, and philanthropic strategies. My original training was in Philosophy, Psychology, and Literature.