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Matthew Phillips, Cfp® is listed as Financial Advisor and CFP® (CERTIFIED FINANCIAL PLANNER™) professional at K2 Financial Partners at K2 Financial Partners, a company with 8 employees, based in San Dimas, California, United States. AeroLeads shows a matched LinkedIn profile for Matthew Phillips, Cfp®.
Matthew Phillips, Cfp® previously worked as Financial Advisor at K2 Financial Partners and Financial Advisor at Waddell & Reed. Matthew Phillips, Cfp® holds Bachelor Of Arts (Ba), Business Administration from Azusa Pacific University.
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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.
Listed skills include Leadership, Powerpoint, Public Speaking, Data Entry, and 15 others.
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A career timeline built from the work history available for this profile.
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.
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.
Irvine, CA
I assisted mutual fund investors, financial advisors and financial intermediaries with industry-related inquiries and investment transactions.
I managed a team of Sales Representatives for this independent wireless retailer.
La Verne, California
I operated machinery and assisted with mailing, shipping, and manufacturing duties for this printing company.
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.
Other employees you can reach at k2financialpartners.com. View company contacts for 8 employees →
Travis Bettfreund
Colleague at K2 Financial PartnersBrea, California, United States, United States
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Allison Kapadia
Colleague at K2 Financial PartnersGlendora, California, United States, United States
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Omar Velasco
Colleague at K2 Financial PartnersGlendora, California, United States, United States
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Activities and Societies: Brass Quintet Jazz Ensemble Marching Band Men's Chorale Oratorio Choir Symphony Orchestra Wind Ensemble
Quick answers generated from the profile data available on this page.
Matthew Phillips, Cfp® works for K2 Financial Partners.
Matthew Phillips, Cfp® is listed as Financial Advisor and CFP® (CERTIFIED FINANCIAL PLANNER™) professional at K2 Financial Partners at K2 Financial Partners.
Matthew Phillips, Cfp® is based in San Dimas, California, United States while working with K2 Financial Partners.
Matthew Phillips, Cfp® has worked for K2 Financial Partners, Waddell & Reed, Azusa Pacific University, American Funds, and National Wireless, Llc.
Matthew Phillips, Cfp®'s colleagues at K2 Financial Partners include Travis Bettfreund, Allison Kapadia, and Omar Velasco.
You can use AeroLeads to view verified contact signals for Matthew Phillips, Cfp® at K2 Financial Partners, including work email, phone, and LinkedIn data when available.
Matthew Phillips, Cfp® holds Bachelor Of Arts (Ba), Business Administration from Azusa Pacific University.
Matthew Phillips, Cfp® is listed with skills including Leadership, Powerpoint, Public Speaking, Data Entry, Microsoft Powerpoint, Teaching, Finance, and Higher Education.
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