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.

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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.

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