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Matt Phillips

Wealth Manager
Matt serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning. Matt brings to his clients more than 17 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a large national financial services company as a Vice President. Matt has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. Matt received his Bachelor of Science degree from Cal State – San Bernardino. Matt and his wife Tanya are outdoor enthusiasts and take full advantage of living in Southern California by hiking, camping and mountain biking with their dog Chloe. They are passionate dog lovers and often spend time volunteering with local rescues and shelters.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022