Philip Kim, CFP®, ChFC®, CLU®, RICP®, CRES

Philip Kim, CFP®, ChFC®, CLU®, RICP®, CRES

Founding Member, Managing Director

Schedule a meeting with Phil: https://calendly.com/philip-kim

Philip Kim, CFP®, ChFC®, CLU®, RICP®, CRES is the Managing Director and a founding member of Signature Wealth Concepts, LLC.  Prior to starting the firm with his partner, Daniel Dales, Phil served a key senior role in building the Southwest Branch of AXA Advisors while growing his own practice.

Phil is a graduate of Cornell University in Ithaca, NY, and spent several years running restaurants in Boston before turning to his current company in 2002.  He holds FINRA license 7, 66, and 24, along with Life and Health Insurance in multiple States. 

In 2014, Phil was recognized by the University of Arizona, Eller College of Management, as an inductee into Beta Gamma Sigma, a national honorary society for high-achieving business members.  In 2016, Phil was nationally recognized as an NTSA Elite Advisor, awarded to only a handful of advisors in the industry based on professionalism, integrity and leadership.

Phil has served on multiple leadership committees during his career, both within the firm and also within the industry.  He has been a frequent main platform speaker over the years, presenting on subjects such as business strategies, career advice, financial planning, and motivational topics.

Phil focuses on providing unbiased guidance to investors seeking advice about their financial situations, with the objective of being their trusted advisor through providing thoughtful advice regarding any financial issue that may arise.  His firm develops specific strategies for Main Street families to High Net Worth households, with the goal of minimizing taxes, accumulating and preserving assets, and maximizing growth and transferring wealth.

Originally an East Coaster, Phil has resided in in the warm State of Arizona with his wife and two children since 2008.  When he is not in front of clients, you might find Phil playing golf or hiking with his family in the mountains that surround Phoenix. 

 

The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.

CFP® and CERTIFIED FINANCIAL PLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

California Insurance License #: 0K48816


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Signature Wealth Concepts is not owned or operated by Equitable Advisors, LLC or its affiliates.

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