Matthew Phillips, Cfp® Email and Phone Number
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.
K2 Financial Partners
View- Website:
- k2financialpartners.com
- Employees:
- 8
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Financial AdvisorK2 Financial Partners Sep 2017 - PresentGreater Los Angeles AreaAdvisory 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. -
Financial AdvisorWaddell & Reed Aug 2016 - Sep 2017Greater Los Angeles AreaI help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives. -
Client Services Communication CoordinatorAzusa Pacific University Mar 2014 - Nov 2014Greater Los Angeles Area -
Senior Client Services RepresentativeAmerican Funds Feb 2007 - Aug 2013Irvine, CaI assisted mutual fund investors, financial advisors and financial intermediaries with industry-related inquiries and investment transactions. -
Store ManagerNational Wireless, Llc Jan 2006 - Jan 2007I managed a team of Sales Representatives for this independent wireless retailer.
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Warehouse And Shipping AssociateLayton Printing And Mailing Llc Nov 2002 - Jan 2006La Verne, CaliforniaI operated machinery and assisted with mailing, shipping, and manufacturing duties for this printing company.
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BaristaStarbucks Aug 2001 - Jan 2003Los Angeles County, CaliforniaWhile 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
Matthew Phillips, Cfp® Education Details
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Azusa Pacific UniversityBusiness Administration -
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.
Not the Matthew Phillips, Cfp® you were looking for?
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1massmutual.com
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3mattphillipsfinancial.com, axa-advisors.com, unitedcp.com
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