Torrance, California

Adam Phillips

CFA, CFP®
Director of Portfolio Strategy
Education &
Certifications

Chartered Financial Analyst (CFA); Certified Financial Planner (CFP®)

University of Southern California, B.S., Business Administration; University of California, Los Angeles, Masters of Business Administration

Financial Tip

You will not be able to control the directional moves of the market. However, maintaining a long-term discipline will allow you to avoid the financial pitfalls that result from succumbing to your emotions during periods of market turmoil.

About Adam
Adam is a Director of Portfolio Strategy at EP Wealth Advisors. In addition to managing client relationships, Adam helps establish asset allocation strategy as a member of the firm’s Investment Committee. Prior to joining EP Wealth Advisors in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts. Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, and is a member of the CFA Society of Los Angeles and the CFA Institute. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.
Adam's Wealth Management Team:

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement

John McCormick

Client Service Associate

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations

Erin Voisin

Director of Financial Planning
CFP®, MS, CDFA®, ChFC®
Latest Posts by Adam Phillips
How can Adam help?




 
Our Team