Maddy

Phillips

CFP®

picture of a planner

Here to act in your best interests

About me

The financial services industry was a natural fit for me as I am able to leverage my love of math, problem-solving and helping others. I've spent my career working directly with clients on their varying financial complexities, including employee stock options, education, charitable planning, divorce, , Social Security and Medicare. I strive to proactively anticipate client needs and provide them the best possible experience.

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Science, Business Administration - University of California, Berkeley

Visit one of our Locations

Sacramento II - Roseville (West)

2130 Professional Drive

Suite 190

Roseville, CA 95661

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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