Joshua Phillips

Client Relationship Associate

Walnut Creek, 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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