Phillip Niblo is the Founder of Golden Legacy Tax Services. He was born in the Coachella Valley and has called the Valley home his entire life. He has over a decade of financial advisor experience working with high net-worth retirees.

Phillip founded Golden Legacy Tax Services in response to a clear and growing need in the Coachella Valley—both a shortage of qualified tax professionals and an increasing demand from his advisory clients for reliable, high-quality tax preparation. By expanding into tax services, Phillip is able to provide a more comprehensive, integrated approach to financial planning, ensuring that clients’ tax strategies align seamlessly with their broader wealth goals.

This added service offers significant benefits, including improved tax efficiency, proactive planning to minimize liabilities, and greater accuracy and compliance with ever-changing tax laws. Clients also gain the convenience and confidence of working with a single trusted advisor who understands their full financial picture, helping to identify opportunities that might otherwise be overlooked. Golden Legacy Tax Services enhances the client experience by delivering personalized, strategic tax preparation designed to support long-term financial success.

Phillip graduated from University of Redlands with a Degree in Business Administration and a concentration in accounting. Phillip earned his CERTIFIED FINANCIAL PLANNER™ certification showing his commitment to being the best financial planner possible. Phillip was featured in Palm Springs Life 40 under 40.

Phillip is a Board Member for College of The Desert Foundation including being on the Committee for the Finance Department, Board Member for the Desert Estate Planning Council & is also a Commissioner for the City of La Quinta Financial Advisory Commission.

Phillip resides in La Quinta with his wife Deyssi & their daughter Sofia.