Lars Phillips, CFA, CFP®Lead Advisor | Partner
Direct: (425) 531-7329
Office: (425) 467-1011 Ext. 209
Helping nice people make great financial decisions
I love helping really nice people make great decisions with their money. It’s refreshing to wake up every day and bring clarity to the financial lives of those I work with. Many of these individuals are members of our local tech community, where I help structure savings strategies around RSU/stock grant compensation, reduce tax bills, and leverage corporate benefits to meet short and long-term needs. I also have a quirky passion for Social Security planning.
As a CERTIFIED FINANCIAL PLANNER Professional and a CFA Charterholder working at a fee-only fiduciary, I’m incredibly proud of the work we do. When I joined Avier in 2010 I knew I was where I belonged, and I’m excited to help lead the firm going forward.
Growing up in Ballard and having lived in Seattle my whole life, I have a huge affinity for the Pacific Northwest. In the summer I live out my George Steinbrenner dream by sponsoring my own Ballard Little League team – the Ballard Nordics. As a former manager of the UW Women’s Basketball and UW Baseball teams, I’m often found sporting the purple and gold and rooting for my Huskies.
Travel is also a huge obsession – let me know if you have any hidden gems or favorite locales. To date I’ve visited 31 countries and have no plans to slacken the pace.
Fun fact: In 2016 I was a cast member on Season 7 of Alt For Norge, one of the highest rated reality TV shows in Norway.
Bachelor of Arts in Business Administration with formal options in Finance and Marketing, University of Washington Michael G. Foster School of Business
Chartered Financial Analyst® (CFA) charterholder
CERTIFIED FINANCIAL PLANNER™ Professional