Our Qualifications

Phillip Q. Shrotman served a Professor in the Business Division at Long Beach City College for 30 years.  Professor Shrotman held the position as Coordinator for Financial Planning and Insurance for the college. He holds a Community College Instructors Credential from the University of California at Los Angeles (UCLA) and a Masters Degree from the University of San Francisco (USF).

As a life-long resident of Long Beach, California, Prof. Shrotman is the founder and president of Principal Planning Service, Inc.  For more than 40 years he has stressed a conservative approach to financial planning and asset allocation. 

Prof. Shrotman holds the profession designations of General Securities Principal of the Financial Industry Regulartory Authority (FINRA), Series 7 and 24. Mr. Shrotman has served as a member of the Long Beach City College Foundation, Finance Committee.  He has earned industry recognition, honors and numerous awards.   He is also a member of the Long Beach Police Motor Patrol and a former member of the Air Force Reserve. 

AdviceIQ, an independent advisor rating service, recommened Mr. Shrotman as an advisor for those with $1-$3 Million in  assets in the greater Los Angeles and San Diego area. He is also listed as a Premier Advisor by Investopedia Advisor Insights. His articles and commentary regarding investments and financial matters have been featured in USA Today, Morningstar, CNN, CNBC and other publications

In addition to seminars and lectures he has appeared as a guest on KABC Talk Radio,
“Money Talks”, continuing education courses and various television and radio programs.

In 2016 Professor Shrotman was inducted into The Long Beach City College Hall of Fame. This honor was based upon his success and national recognition in the financial field, industry writings and 30 year career in education.

 

 

 

 

 

“Securities offered through BB Graham & Co.a Registered Broker/Dealer, member FINRA/SiPIC. Principal Planning Service Inc. is not affiliated with BB Graham & Co.”