Lars Phillips (CFA®, CFP®)

Lars Phillips focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

As a Lead Advisor at Avier, I work to bring clarity, understanding, and organization to the financial lives of clients I work with. I graduated from the University of Washington with a BA in Business Administration with formal options in Finance and Marketing, and am a Chartered Financial Analyst charterholder and a CERTIFIED FINANCIAL PLANNER™ professional. I have a passion for retirement planning and have been referenced twice in the New York Times on the topic of Social Security optimization.

Additional Information

A lifelong Seattleite from Ballard, every spring I get to live out my Steinbrenner like dream by sponsoring my very own Ballard Little League team – the Ballard Nordics. As a former manager of the UW Women’s Basketball and UW Baseball teams, I can often be found sporting the purple and gold and rooting for my alma mater. I also enjoy traveling the world and experiencing new cultures, having visited 30 countries with no plans to slacken the pace.

In 2016 I was fortunate enough to be on Season 7 of Alt For Norge, one of the highest rated reality TV shows in Norway.

NAPFA Start Date

October 05, 2017

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This Office

10655 NE 4th St Ste 508 Bellevue, WA 98004-5039 Phone: (425) 467-1011