Torrance, California

Adam Phillips

Director of Portfolio Strategy
Education &

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.
Latest Posts by Adam Phillips
How can Adam help?

Our Team