Broker Check
Matt Phillips

My professional background and what brought me here… Prior to joining the team at K2 Financial, I worked for Capital Group Companies and Waddell & Reed Financial, most recently in the role of Investment Advisor Representative. A few things that drew me to K2 were the company’s culture, work ethic and long-term perspective.

What drew me into this profession… A few important factors in my career in financial services are financial stewardship values, financial planning principles and a high level of customer service.  Since I entered the industry in 2007 my appreciation has grown for the firms that consistently strive to do their best work and put their clients’ interests ahead of their own. These are just a few examples of why I love my work.

I’m most passionate about… I’m most passionate about spending time with family and friends and enjoying the great outdoors.

Outside of the office I can be found… In my free time I enjoy spending time with my wife and two dogs, hiking, cycling and volunteering with the American Red Cross.

The most recent book I read was…. The Future Belongs to Those Who Dare (Priscilla Rose) and Think Big (Ben Carson and Cecil Murphey)

 

Professional Qualifications:

  • BA Business Administration – Azusa Pacific University – 2005
  • FINRA Series 7, 66
  • Registered Representative
  • Investment Advisor Representative

Specialty Services:

  • Financial Planning
  • Retirement Planning
  • Mutual Fund Portfolios
  • Life Insurance
  • Disability Income Insurance
  • 529 College Savings Plans

Insurance License # 0K99573