Kevin Phillipp
About Kevin Phillipp
Kevin Phillipp serves as the Senior Vice President of Investments and Senior Portfolio Manager at UBS, where he specializes in financial and retirement planning for small business owners. He holds a Bachelor of Arts in Economics from the University of Minnesota-Twin Cities and is registered to provide financial services in multiple states.
Work at UBS
Kevin Phillipp serves as Senior Vice President - Investments and Senior Portfolio Manager at UBS. He has held this position since 2022, contributing to the firm's operations in Seal Beach, California. In his role, he focuses on providing financial services and investment management, particularly for clients preparing for retirement.
Education and Expertise
Kevin Phillipp earned a Bachelor of Arts in Economics from the University of Minnesota-Twin Cities. His educational background supports his expertise in financial and retirement planning, enabling him to assist clients effectively with their investment strategies and retirement needs.
Background
Kevin is registered to provide financial services across multiple states, including Arkansas, Arizona, California, Colorado, Delaware, Florida, Hawaii, Idaho, Illinois, Michigan, Minnesota, Missouri, North Carolina, North Dakota, Nevada, Ohio, Tennessee, Texas, Utah, and Washington. This extensive registration allows him to serve a diverse client base.
Client Focus and Specialization
Kevin specializes in financial and retirement planning, particularly for clients who are preparing for retirement. He works closely with small business owners to address both personal and business retirement needs, including assistance with 401k rollovers.