Becca Phillips, FPQP®, Associate Advisor

An Oregon native, Becca is thrilled to have returned to the land of rain and Burgerville. She graduated cum laude from California State University, Long Beach with a bachelor’s degree in Art History. A chance encounter with financial planning courses in college inspired her to pursue her a designation as a Financial Paraplanner Qualified Professional. As a former healthcare professional, Becca brings years of compassion and dedication to her new career, where she works closely with clients to help refine their financial goals and put forward a path to achieve them