Walnut Creek, California Office

1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

Joshua Phillips

Joshua Phillips

Client Relationship Associate

Walnut Creek, California

  • Joshua enjoys finance in general and is especially inspired by the opportunity to help people achieve their goals for a successful financial future by working with the firm’s diverse team of wealth management specialists.

  • Joshua joined EP Wealth Advisors in 2022 after a role as a Financial Services Professional at MassMutual Pittsburgh.

  • Joshua Phillips began preparing for a future in financial services when he was a college student earning his bachelor’s in Business Administration with a focus on Finance.

  • When he isn’t assisting clients, he looks forward to traveling, reading, and playing the piano.


You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Dividing debts in a divorce can be a...

Money is a common source of contention...

Who suffers the most financially in a...

A CDFA® is a financial planner who...