Maddy Phillips
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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 PLANNERâ„¢
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
Sacramento I - Roseville (East)
2901 Douglas Blvd
Suite 250
Roseville, CA 95661
Working with Us
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Certain services provided on an educational and guidance basis only.
