Philip J Camerlengo

Phil is a seasoned financial professional with over three decades of experience advising individuals, families, and business owners on a wide range of financial matters. From 1992 to 2015, Phil was a partner at Camerlengo & Associates, PC, where he specialized in supporting small businesses with financial reporting, tax compliance, and strategic planning. Recognizing the growing need for holistic financial guidance, he introduced a wealth management division in 2002, which later evolved into a standalone firm— Camerlengo Financial Services—in 2015. 

Today, Phil focuses on helping clients navigate retirement planning, investment strategies, and long-term wealth management with a personalized, relationship-driven approach. He holds a Bachelor of Science in Accounting from Northeastern University and an MBA in Finance from Bentley University. Phil also holds FINRA Series 7, 24, and 66 licenses. He is a member of the American Institute of CPAs (AICPA) and a former member of the Massachusetts Society of CPAs (MSCPA). He also served as a board member of the Bellevue Golf Club in Melrose, MA. 

Outside of work, Phil enjoys spending time with his family, playing golf, and traveling. He actively volunteers with the Harry Chapin Food Bank and has previously dedicated many hours as a youth sports treasurer, coach, and booster club member.