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Phillips Financial

  • Phone: (209) 367-0868
  • Email: christian.phillips@lpl.com
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Phillips Financial

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OUR COMMITMENT

As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

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OUR PRINCIPLE

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions please Contact Us.

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About Phillips Financial

Phillips Financial was founded with the goal of assisting our clients in every aspect of their financial lives. By providing comprehensive personal care we seek to earn a reputation for excellence in our industry.

Story
& History

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

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Values
& Philosophy

As a firm, our focus is to understand your goals and develop a plan to address them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

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Mission
& Services

A comprehensive planning process is the best way to create a financial plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor.

 

Courtesy Services

As your financial support team the staff of Phillips Financial is dedicated to assisting you with all functions and concerns relating to your financial needs..

 

Estate Planning

Estate planning is not just a matter of seeking to save dollars and minimize taxes.

 

Financial Planning

The pace and complexity of managing modern finances mat leave some people unprepared to pursue a successful financial future.

 

Insurance Services

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

Retirement Transitioning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Strategic Asset Management

A comprehensive investment strategy can help you pursue financial independence.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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CHRISTIAN PHILLIPS 
MS, MPA

LPL Registered Principal 
CA Insurance License # 0A20651

 

DAVID PHILLIPS 
CFA®, CFP®

LPL Registered Principal 
CA Insurance License# 0C98523

 

HEATHER HEGGEN 
CRPC®, CRPS®, FPQP™

Branch Operations Manager

 

KARRIE JOHL 

Assistant Branch Operations Manager

 

ELIZABETH HOLLADAY 
MBA

Client Services Coordinator

 

CAYLIN HEGGEN

Document Control Specialist / Administrative Assistant

 

Would You Like to Know More About Our Services


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  • 1920 Tienda Drive, Suite 202
    Lodi, California
    95242 United States

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  • Phone: (209) 367-0868
  • Toll Free: (855) 367-0868
  • Fax: (209) 367-0811
  • Email: christian.phillips@lpl.com
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Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, GA, ID, KS, LA, MI, MO, NC, NH, NV, NY, OR, TX, UT, VA, WA.
Fee-based investment advisory services available only to residents of: CA, LA, TX.
Phillips Financial is licensed to sell insurance products in the states of: AK, CA, ID, OR, TX, WA.

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