Philip Kim, CFP®, ChFC®, RICP®

Philip Kim, CFP®, ChFC®, RICP®

Founding Member, Managing Director

Philip Kim, CFP®, ChFC®, RICP®, is the Co-Founding Partner and Managing Director of Signature Wealth Concepts; a division of AXA Advisors Southwest.

Phil focuses on providing customized strategies and guidance in the areas of wealth preservation and distribution, insurance analysis, retirement planning, and investment allocation, tying together all aspects of clients' financial and personal life goals.

Ongoing education has been a key component of Phil's career. In addition to an Ivy League degree from Cornell University in Ithaca, NY, Phil holds FINRA registrations for the Series 7, Series 66, and Series 24, as well as a license for Life, Accident, 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. Phil is also a CERTIFIED FINANCIAL PLANNER(TM) professional. As part of this designation, he is held to the highest ethical standards when interacting with clients.

Phil has been featured in various media outlets during recent years, via television (local ABC and Fox syndicates), radio (1100 KFNX, 92.3 KT AR), and numerous magazines (Airpark News. Scottsdale Health, FrontDoorNews, Deer Valley Times). He has been a frequent speaker at both company-wide and industry- wide events across the country.

Civic duty is an important part of Phil's commitment to the community, and he has been fortunate enough to forge relationships with a number of local organizations and non-profits in the Phoenix area. Phil lives in the wonderful warm state of Arizona with his wife and two kids. 

 

 

 

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.

California Insurance License #: 0K48816


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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.

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