Christopher Phillips Cpfa

Christopher Phillips CPFA has a comprehensive work experience spanning over several industries. Christopher is currently serving as the Manager of Financial Services Consultants at Sequoia Consulting Group since July 2022. Prior to that, they held the position of Consultant in Financial Services at the same company from November 2020 to June 2022.

From May 2016 to November 2020, Christopher worked as the Director for retirement plan solutions at Principal Financial Group. In this position, they assisted financial professionals in the Bay Area in building their businesses by offering results-oriented retirement plan solutions for their clients. Christopher specialized in various retirement plans such as 401(k), 403(b), 457, defined benefit, ESOP, and nonqualified deferred compensation plans.

Before that, Christopher worked as a Benefit & Planning Counselor at Principal Financial Group from March 2012 to May 2016. Christopher provided guidance and assistance to individuals with their benefit and planning needs.

In 2011, Christopher held the role of Senior Investment Advisor at San Mateo Credit Union for a year.

From April 2002 to March 2011, Christopher worked as a Financial Planner at Lincoln Financial Advisors.

Christopher'searlier experience includes positions at Nissan North America, Inc, where they served as a Market Representation Manager from November 1999 to March 2002. Prior to that, they held the roles of Market Representation Planner from January 1998 to November 1999 and Marketing Support Planner/Specialist from July 1996 to January 1998.

Christopher's initial experience in the automotive industry includes working as a Zone Manager at Ford Motor Company from February 1991 to February 1996.

Throughout their career, Christopher Phillips CPFA has gained expertise in financial services, retirement plans, benefit counseling, investment advising, and market representation.

Christopher Phillips CPFA completed their Bachelor of Arts degree in Economics and Business from the University of Pittsburgh from 1984 to 1988. Christopher then pursued an MBA degree with a focus on Marketing at the University of Pittsburgh Katz Graduate School of Business from 1988 to 1989.