Matt Phillips, CFP®, MBA

Financial Professional at Phillips Financial

Fort Collins, Colorado, United States

About

Experience

  • Financial Professional at Phillips Financial
    Jan 2011 - Present · 15 yrs 7 mos

    Services include Financial Planning, Retirement Planning, Investment Planning, Wealth Management and Insurance Solutions (Life, Disability, Long Term Care). Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The hyperlinks to FINRA and SIPC can be found in the website section above. For a list of states in which I am registered to do business, please visit www.mattphillipsfinancial.com. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

  • Financial Professional at AXA Advisors
    Apr 2002 - Dec 2010 · 8 yrs 9 mos

    Services include Financial Planning, Retirement Planning, Investment Planning, and Insurance Solutions (Life, Disability, Long Term Care).

  • Financial Analyst at LSI Logic
    1997 - 2003 · 6 yrs

  • Financial Analyst at Current, Inc
    1995 - 1997 · 2 yrs