Joshua Phillips

California State Icon Walnut Creek, California
Client Relationship Associate
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About Joshua

Joshua Phillips began preparing for a future in financial services when he was a college student earning his Bachelor’s in Business Administration and focusing on finance. Joshua joined EP Wealth Advisors in 2022 after a role as a Financial Services Professional at MassMutual Pittsburgh. He 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. When he isn’t assisting clients, he looks forward to traveling, reading and playing the piano.

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Youngstown State University, B.S., Business Administration – focus in finance and minor in accounting

How can Joshua help?


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