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Matthew Phillips
Wealth Advisor

"I am passionate about living life in a way that helps people fulfill their greatest potentials. With the combination of proper planning, strategies, and recommendations I effectively support my clients by helping them to accelerate their ability to THRIVE not just survive."

MATTHEW PHILLIPS

Matthew's mantra of "Helping people thrive, not just survive!" drives his success as a Wealth advisor at Trilogy Financial. His abilities to educate and guide his clients towards comprehensive financial strategies are the focus that pursues their success.

The eldest of two siblings, Matthew was born and raised in the southern California city of Riverside. Having a tremendous interest in technology and music, Matthew grew up pursuing music performance and production. He has played drums, piano, guitar and bass guitar since he was in junior high school and has over a decade of experience as a professional audio producer.

Matthew currently resides in Menifee, CA with his wife Kimberly. They were married in Temecula, CA in 2017 and have a blended family of four children. Often times you will find Matthew and Kimberly exploring the world around them by traveling, discovering new delectable foods, hiking in local areas, or on a lake with their family boating. Their interests lie in learning about history and finding new adventures to experience life together. In addition to being a father of four, Matthew leads life groups at his church, Cornerstone Community Church in Wildomar, CA.

Matthew graduated from California Baptist University with his Bachelor of Arts, Business. He is an Investment Advisor Representative and holds his Series 65 registration with Trilogy Capital, Inc. and also has his Series 6 and 63 registrations with LPL Financial. He also holds a California life, health and long-term care insurance license (CA insurance license #0K03460).

Soon after joining Trilogy in 2014, the opportunity arose to work alongside senior partner and fellow wealth advisory group member Nathan Brown to which Matthew enthusiastically accepted. Along with the newest addition to their wealth advisory group, Joshua Counts, the team passionately helps clients pursue their most imperative goals.

As evidenced by Matthew's lifestyle professionally and personally, he believes the keys in being able to "thrive not just survive" lies in the behaviors and decisions a person makes throughout their life. Matthew and his team successfully integrate that concept by providing intuitive financial strategies, critical coaching, and effective recommendations so that his clients can work towards their greatest dreams.

Matthew's Client Relationships

Matthew and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

MEET MATTHEW'S TEAM MEMBERS
NATHAN BROWN 
SENIOR VICE PRESIDENT OF WEALTH PLANNING 
JOSHUA COUNTS 
WEALTH ADVISOR 
 
 

CALL MATTHEW DIRECT AT
(951) 738-1100 ext. 6137
  Strategic Partners

ASK MATTHEW A QUESTION

 

 
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