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Matt Phillips joined C&A Financial Group in June 2022 as a Financial Specialist. Prior to joining C&A Financial, Matt was a mortgage loan originator with Atlantis Mortgage where he built a successful mortgage career. As a mortgage originator, Matt helped many members of the community with their home financing needs and for many, achieving their dreams of homeownership.
Matt knew the next step in his professional career path was clear after he and his wife began working with a C&A Financial Advisor around their personal finances. He came away impressed with the process and knew he wanted to provide the same value to others. “I’ve always been passionate about helping people in any way I can.” As a Cash Flow Strategist with C&A Financial, his goal is to reach and exceed the success he experienced in the mortgage business.
He comes determined to educate and coach people through the world of personal finance, allowing them to feel confident in their financial plan both now and going forward. Matt says, “My vision is to be a valuable resource to people who, like me prior to working with an advisor, find themselves in a financial situation that lacks a clarity, direction, and a feeling of confidence. When Matt is not helping others towards achieving their financial goals, he spends his time with his wife and three children. He enjoys playing golf, surfing, mountain biking, and spending time at the beach. Matt and his wife love to travel and look forward to traveling more with their young children.