Krista Phipps

Client Relationship Associate

Central Coast, California

Krista works directly with clients to guide them through the onboarding process at EP Wealth. She focuses on creating a comfortable, trusting environment from the first interaction, with the goal of helping clients feel confident as they begin working with the team.
Krista brings experience supporting client onboarding, account setup, money movement, and the organization of financial information within a registered investment advisory environment. Her background has strengthened her ability to coordinate complex details while maintaining a client-centered approach. Krista earned a bachelor’s degree in Exercise Science from Bowling Green State University.
Krista’s approach is organized, proactive, and supportive. She believes clear communication and thoughtful coordination can ease stress during times of financial change and is committed to helping clients experience a smooth transition into their relationship with EP Wealth.
Krista is new to the San Luis Obispo area and enjoys exploring her new home with her husband and daughter. In her free time, she enjoys powerlifting and getting outdoors on local trails and beaches.