Berkeley, California Office

2150 Shattuck Avenue
Suite 700
Berkeley, CA 94704

Phone: (510) 848-0012

Fax: (510) 848-0009

Joshua Phillips [Berkeley]

Joshua Phillips

Client Relationship Associate

Berkeley, 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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