Adam Phillips

Torrance, California

Adam Phillips

CFA, CFP®
Managing Director, Portfolio Strategy / Partner
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 the Managing Director, Portfolio Strategy / Partner at EP Wealth Advisors® where he helps establish asset allocation strategy as a member of the firm’s Investment Committee. Adam also serves as the voice of the firm’s investment strategy, and frequently provides market commentary across the media and in client communication pieces. 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 was named to the Forbes Best-in-State Next Gen Wealth Advisors in 2019. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.
Wealth Management Team:

Client Service Associate

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

John McCormick

Client Service Associate

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
Erin Voisin

Erin Voisin

Director of Financial Planning
CFP®, MS, CDFA®, ChFC®
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