Broker Check
Matt Phillips, CFP®

PROFESSIONAL EXPERIENCE: 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 my appreciation has grown for the professionals and firms that consistently strive to do their best work and put their clients’ interests ahead of their own. These are a few examples of why I love my work.

I am a CERTIFIED FINANCIAL PLANNER™ Professional; I entered the industry in 2007 and became an advisor in 2016. I was drawn to join K2 in 2017 due to several qualities of the firm - to highlight a few things: the company’s culture, work ethic and long-term perspective.

Professional Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • BA Business Administration – Azusa Pacific University – 2005
  • FINRA Series 7, 66
  • Registered Representative
  • Investment Adviser Representative

 

Insurance License # 0K99573

 

ABOUT ME: I married my beautiful wife 12 years ago and we have a blast with our 2 dogs. When I’m not in the office I enjoy outdoor activities such as hiking and cycling. I also enjoy giving my time to the American Red Cross.