Richard Phillip Lewis

Richard Phillip Lewis brings a unique and well-rounded perspective to his role at C&A Financial Group, combining experience in education, real estate, and financial guidance to help families improve their cash flow and protect the wealth they’ve worked hard to build.

His experience and passion for education, structure, and helping others understand complex concepts have shaped his ability to guide individuals and families through some of life’s most significant financial decisions around cash flow and long-term wealth protection.

Phil was drawn to C&A’s team-based approach, the depth of experience available across multiple financial disciplines, and a shared belief in cash flow planning as the foundation of financial confidence. He values being part of a collaborative group of caring, impactful professionals who work together to deliver meaningful results for clients.

Phil’s vision as a financial professional is deeply personal. Throughout his life, he has seen firsthand the consequences of not having a strategy—whether related to divorce, family planning, inheritance, or long-term care. These experiences shaped his desire to build a practice focused on protecting and growing the wealth families accumulate over a lifetime, and on using money as a tool to help people truly live their best lives.

What Phil enjoys most about being a financial professional is the ability to protect people from the effects of poor life planning. He believes that protecting income and cash flow before life’s realities take their toll is one of the most meaningful accomplishments he can achieve for a client. His ultimate hope is to transform money from a source of fear, anxiety, and stress into one of confidence, clarity, and even excitement.

His experience across major life events, with a background in real estate and now growing within a team of trusted financial professionals, Phil offers a thoughtful, grounded approach to finance. His diverse career path gives him a unique ability to help clients navigate life’s challenges, avoid common pitfalls, and move forward with confidence.

Phil earned his degree from the Savannah College of Art and Design, studying Industrial Design and Architecture.

Outside the office, Phil is devoted to his family and enjoys surfing, playing golf and volleyball, and most importantly, spending time with his wife and 4-year-old daughter. A lifelong football fan, Phil values the balance between staying active, curious, and present with family. He is deeply committed to giving back, supporting causes such as Tunnel to Towers and organizations combating human trafficking, and volunteering his time through his local church and the Manasquan Borough Tourism Committee.