Matt Phillips, CFP®
One thing I enjoy the most about what I do is being able to walk alongside clients and help bring clarity to their financial situations. As an advisor, I love the ability to build relationships and develop a plan to better my clients’ future and how to properly maintain it. It is both a life-changing and rewarding experience for both the advisor and client.
I entered the industry in a customer service / operations role to support my family and pay off school loans. Obtaining my business degree led me to the field of finance, where I was eventually drawn to K2 Financial Partners in 2017 due to their values, solid work ethic and the company culture of the firm. My main role at K2 Financial Partners is Senior Service Advisor, where I hold my CERTIFIED FINANCIAL PLANNER™ Professional credential, in which I specialize in investment planning and retirement planning.
My mission is to inspire, engage, and encourage others on their financial journeys.
- CERTIFIED FINANCIAL PLANNER™ Professional
- BA Business Administration – Azusa Pacific University – 2005
- FINRA Series 7, 66
- Registered Representative
- Investment Advisor Representative
Insurance License # 0K99573
When I’m not working, I enjoy spending time with my wife and our dogs, as well as hanging out with friends and family. I also enjoy getting outdoors to do some hiking, mountain biking, and I love to travel. I also give time (and plasma) to the American Red Cross.