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Lars Phillips, Cfa, Cfp® Email & Phone Number

Lead Advisor | Partner at Avier Wealth Advisors
Location: Seattle, Washington, United States 4 work roles 2 schools
1 work email found @avieradvisors.com 4 phones found area 206 and 425 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 4 phones

Work email l****@avieradvisors.com
Direct phone (206) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Avier Wealth Advisors
Role
Lead Advisor | Partner
Location
Seattle, Washington, United States
Company size
21 employees

Who is Lars Phillips, Cfa, Cfp®? Overview

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Quick answer

Lars Phillips, Cfa, Cfp® is listed as Lead Advisor | Partner at Avier Wealth Advisors, a with 21 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at avieradvisors.com, phone signal with area code 206, 425, and a matched LinkedIn profile for Lars Phillips, Cfa, Cfp®.

Lars Phillips, Cfa, Cfp® previously worked as Lead Financial Advisor | Partner at Avier Wealth Advisors and Lead Financial Advisor at Avier Wealth Advisors. Lars Phillips, Cfa, Cfp® holds Baba, Finance And Marketing from Uw Foster School Of Business.

Company email context

Email format at Avier Wealth Advisors

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{first}@avieradvisors.com
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AeroLeads found 1 current-domain work email signal for Lars Phillips, Cfa, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Lars Phillips, Cfa, Cfp®

As a Lead Advisor at Avier, I work to bring clarity, understanding, and organization to the financial lives of clients I work with. I graduated from the University of Washington with a BA in Business Administration with formal options in Finance and Marketing, and am a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. I have a passion for retirement planning and have been referenced twice in the New York Times on the topic of Social Security optimization.A lifelong Seattleite from Ballard, every spring I get to live out my Steinbrenner like dream by sponsoring my very own Ballard Little League team – the Ballard Nordics. As a former manager of the UW Women’s Basketball and UW Baseball teams, I can often be found sporting the purple and gold and rooting for my alma mater. I also enjoy traveling the world and experiencing new cultures, having visited 31 countries with no plans to slacken the pace.In 2016 I was fortunate enough to be on Season 7 of Alt For Norge, one of the highest rated reality TV shows in Norway.Contact Info:Direct Work Line: (425) 531-7329Email: lars@avieradvisors.comWebsite: www.avieradvisors.comDisclaimer: The content posted to this page is for illustrative purposes only. Individual situations may vary. Please consult your advisor to determine if the scenarios discussed on this page are right for you. Investment Advisory services offered through Avier Wealth Advisors.

Listed skills include Financial Services, Securities, and Investments.

Current workplace

Lars Phillips, Cfa, Cfp®'s current company

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Avier Wealth Advisors
Avier Wealth Advisors
Lead Advisor | Partner
Seattle, WA, US
Website
avieradvisors.com
Employees
21
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Company profile
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4 roles

Lars Phillips, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Associate Advisor

Avier Wealth Advisors

Bellevue, Wa, Us

Having worked in a variety of operational areas at Avier Wealth Advisors since starting with the firm in 2010, I then served as an Associate Advisor, taking care of day-to-day client needs and working alongside Avier’s Lead Advisors, executing strategic plans for clients. Particular topics of interest include social security planning, behavioral finance, portfolio construction, and spending strategies in retirement. Behind the scenes, I use my technology know-how to increase the firm’s operational efficiency and level of client service.I joined the Avier team after receiving my Bachelor of Arts degree in Business Administration with formal options in Finance and Marketing from the University of Washington’s Michael G. Foster School of Business in 2010. In addition, I am a CFA Charterholder.The views I express on this site are my own and do not represent those of Avier Wealth Advisors, and are not an endorsement of Avier Wealth Advisors or an offer to sell securities or investments. My list of “followers/friends” is open to the public and may include employees, clients and family members. Note: Avier Wealth Advisors was formerly known as Retirement Asset Management.

Jan 2010 - Mar 2017
Team & coworkers

Colleagues at Avier Wealth Advisors

Other employees you can reach at avieradvisors.com. View company contacts for 21 employees →

CM Chris Moffatt Chris Moffatt Colleague at Avier Wealth AdvisorsBellevue, Washington, United States View → KT Katelynn Toth, Cfp® Katelynn Toth, Cfp® Colleague at Avier Wealth AdvisorsAnchorage, Alaska, United States View → JO Jp Osseward, Cfa, Cfp®, Frm, Caia Jp Osseward, Cfa, Cfp®, Frm, Caia Colleague at Avier Wealth AdvisorsSeattle, Washington, United States View → PG Pasang Gurung, Fpqp®, Msc Pasang Gurung, Fpqp®, Msc Colleague at Avier Wealth AdvisorsUnited States View → KB Kaitlynn Burnett, Fpqp® Kaitlynn Burnett, Fpqp® Colleague at Avier Wealth AdvisorsSeattle, Washington, United States View → MF Marisol Fung, Cima® Marisol Fung, Cima® Colleague at Avier Wealth AdvisorsUnited States View → TS Tiffany Shafer Tiffany Shafer Colleague at Avier Wealth AdvisorsSan Diego, California, United States View → RD Raphael De Ocampo, Cfp® Raphael De Ocampo, Cfp® Colleague at Avier Wealth AdvisorsSeattle, Washington, United States View →
2 education records

Lars Phillips, Cfa, Cfp® education

Baba, Finance And Marketing

Uw Foster School Of Business

Baba, Business (Finance And Marketing)

University Of Washington
FAQ

Frequently asked questions about Lars Phillips, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Lars Phillips, Cfa, Cfp® work for?

Lars Phillips, Cfa, Cfp® works for Avier Wealth Advisors.

What is Lars Phillips, Cfa, Cfp®'s role at Avier Wealth Advisors?

Lars Phillips, Cfa, Cfp® is listed as Lead Advisor | Partner at Avier Wealth Advisors.

What is Lars Phillips, Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @avieradvisors.com for Lars Phillips, Cfa, Cfp® at Avier Wealth Advisors.

What is Lars Phillips, Cfa, Cfp®'s phone number?

AeroLeads has found 4 phone signal(s) with area code 206, 425 for Lars Phillips, Cfa, Cfp® at Avier Wealth Advisors.

Where is Lars Phillips, Cfa, Cfp® based?

Lars Phillips, Cfa, Cfp® is based in Seattle, Washington, United States while working with Avier Wealth Advisors.

What companies has Lars Phillips, Cfa, Cfp® worked for?

Lars Phillips, Cfa, Cfp® has worked for Avier Wealth Advisors.

Who are Lars Phillips, Cfa, Cfp®'s colleagues at Avier Wealth Advisors?

Lars Phillips, Cfa, Cfp®'s colleagues at Avier Wealth Advisors include Chris Moffatt, Katelynn Toth, Cfp®, Jp Osseward, Cfa, Cfp®, Frm, Caia, Pasang Gurung, Fpqp®, Msc, and Kaitlynn Burnett, Fpqp®.

How can I contact Lars Phillips, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Lars Phillips, Cfa, Cfp® at Avier Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Lars Phillips, Cfa, Cfp® attend?

Lars Phillips, Cfa, Cfp® holds Baba, Finance And Marketing from Uw Foster School Of Business.

What skills is Lars Phillips, Cfa, Cfp® known for?

Lars Phillips, Cfa, Cfp® is listed with skills including Financial Services, Securities, and Investments.

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