Phillip graduated with Business Honors and Magna Cum Laude from California State University, Fullerton where he received a degree in Finance. His passion and curiosity for finance arose from the Great Recession, which he later explored in university. During his time in academia, Phillip won first place in the 2020 CFA Los Angeles International Research Competition alongside fellow team members.
Having interned with Warren Street Wealth Advisors in 2018, Phillip now returns as a Portfolio Analyst. In his new role, Phillip hopes to drive profound investment decision making for clients through tactical asset allocation and efficient tax-loss harvesting.
Outside of the office, Phillip enjoys staying active through badminton and basketball – two courts he just can’t seem to get enough of.