Matthew Phillips, Cfp®

Matthew Phillips, Cfp® Email and Phone Number

Financial Advisor and CFP® (CERTIFIED FINANCIAL PLANNER™) professional at K2 Financial Partners @ K2 Financial Partners
san dimas, california, united states
Matthew Phillips, Cfp®'s Location
San Dimas, California, United States, United States
About Matthew Phillips, Cfp®

Advisory services offered through K2 Financial Inc. or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.comK2 Financial Partners and K2 Financial Inc. and the above firm are independent and non-affiliated.

Matthew Phillips, Cfp®'s Current Company Details
K2 Financial Partners

K2 Financial Partners

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Financial Advisor and CFP® (CERTIFIED FINANCIAL PLANNER™) professional at K2 Financial Partners
san dimas, california, united states
Employees:
8
Matthew Phillips, Cfp® Work Experience Details
  • K2 Financial Partners
    Financial Advisor
    K2 Financial Partners Sep 2017 - Present
    Greater Los Angeles Area
    Advisory services offered through K2 Financial Inc. or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.comK2 Financial Partners and K2 Financial Inc. and the above firm are independent and non-affiliated.
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed Aug 2016 - Sep 2017
    Greater Los Angeles Area
    I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.
  • Azusa Pacific University
    Client Services Communication Coordinator
    Azusa Pacific University Mar 2014 - Nov 2014
    Greater Los Angeles Area
  • American Funds
    Senior Client Services Representative
    American Funds Feb 2007 - Aug 2013
    Irvine, Ca
    I assisted mutual fund investors, financial advisors and financial intermediaries with industry-related inquiries and investment transactions.
  • National Wireless, Llc
    Store Manager
    National Wireless, Llc Jan 2006 - Jan 2007
    I managed a team of Sales Representatives for this independent wireless retailer.
  • Layton Printing And Mailing Llc
    Warehouse And Shipping Associate
    Layton Printing And Mailing Llc Nov 2002 - Jan 2006
    La Verne, California
    I operated machinery and assisted with mailing, shipping, and manufacturing duties for this printing company.
  • Starbucks
    Barista
    Starbucks Aug 2001 - Jan 2003
    Los Angeles County, California
    While serving coffee drinks and food at Starbucks, I cultivated customer service and problem solving skills. My primary duties included customer service, cash handling, cleaning and filling specialty drink orders.

Matthew Phillips, Cfp® Skills

Leadership Powerpoint Public Speaking Data Entry Microsoft Powerpoint Teaching Finance Higher Education Quality Assurance Financial Services Mutual Funds Microsoft Office Microsoft Word Microsoft Excel Nonprofits Training Customer Service Phone Etiquette Call Centers

Matthew Phillips, Cfp® Education Details

  • Azusa Pacific University
    Azusa Pacific University
    Business Administration
  • Devry University-California
    Devry University-California

Frequently Asked Questions about Matthew Phillips, Cfp®

What company does Matthew Phillips, Cfp® work for?

Matthew Phillips, Cfp® works for K2 Financial Partners

What is Matthew Phillips, Cfp®'s role at the current company?

Matthew Phillips, Cfp®'s current role is Financial Advisor and CFP® (CERTIFIED FINANCIAL PLANNER™) professional at K2 Financial Partners.

What schools did Matthew Phillips, Cfp® attend?

Matthew Phillips, Cfp® attended Azusa Pacific University, Devry University-California.

What skills is Matthew Phillips, Cfp® known for?

Matthew Phillips, Cfp® has skills like Leadership, Powerpoint, Public Speaking, Data Entry, Microsoft Powerpoint, Teaching, Finance, Higher Education, Quality Assurance, Financial Services, Mutual Funds, Microsoft Office.

Who are Matthew Phillips, Cfp®'s colleagues?

Matthew Phillips, Cfp®'s colleagues are Omar Velasco, Allison Kapadia, Travis Bettfreund.

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