Broker Check
David Phillips, CFA®, CFP®

LPL Registered Principal
CA Insurance License #0C98523

Since 2000 David has been a Wealth Manager for Phillips Financial where he is currently an LPL Registered Principal.

His primary responsibilities involve analysis of financial products, development of financial planning strategies and portfolio management for the various investment objectives.

Prior to working in the financial services industry David worked for Habitat for Humanity, an organization that helps people build or improve their homes.

Professional Designations
CFA® Charterholder (Chartered Financial Analyst)
CFP® (Certified Financial Planner)

B.A. University of California, Berkeley
- Graduated with Honors in Political Science

M.B.A. California State University, Sacramento
- Concentration in Finance
- Selected for membership to Beta Gamma Sigma; the Honor society for Collegiate Schools of Business

J.D. University of the Pacific - McGeorge School of Law, Conferred with Distinction
- Concentrations in Tax and Business Law - David is a member of the California State Bar

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Phone (209) 367-0868 | Toll Free (855) 367-0868 | Fax (209) 367-0811
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