Signature Wealth Concepts is proud of our community involvement and charitable giving. Check out some of our local community outreach activities!  

Signature Wealth Concepts volunteered at the Diaper Bank of Southern Arizona. Our team separated out individual care packages of diapers to be distributed to those in need. We beat our previous record and packaged 6,640 diapers packs!
Click on the video above to view our Day of Service at the Diaper Bank

Thank you to the Diaper Bank of Southern Arizona for having us and for the positive impact you have on the community.


Click on the video above to view our Day of Service at Ben's Bells

Phil Kim presented at the annual Asian Corporate & Entrepreneur Leaders - ACEL Gala. Nearly 300 in attendance at this amazing and inspiring event. Celebration, empowerment, and connections all brought together by the ACEL Community.

Congratulations, Phil Kim!

Our very own Managing Director, Phil Kim, has received the prestigious 2023 Equitable Western Honor Associate Award for his dedication to his community, clients, and company.

Regional Honor Awards are selectively given to financial professionals across the country who exhibit outstanding accomplishments through integrity, honor, professionalism, and service to clients.

Neither the named award recipient nor any other party has paid or been otherwise compensated to be considered for or to win this recognition.

OCJ Kids Ribbon Cutting Ceremony for the new "Dignity Room" which will serve as a Women's Center for Foster females.
Click on the video above to view our Day of Service at OCJ Kids Tools 4 Success Drive

Phil Kim attended the NTSA Summit (National Tax Deferred Savings Association) in Tampa and was honored to host a discussion during the General Session with Retired Air Force 2-star Major General, Sharon Dunbar.

The session was entitled, "Embracing a Diverse World," and General Dunbar shared her story on her rise from being raised in an immigrant household to the highest-ranking Korean-born officer in the United States Air Force. Truly inspiring!

  Signature Wealth Concepts is proud to support the 2nd Annual Brighter Way Institute Charity Golf Tournament in Scottsdale, AZ. Check out the tournament video below.


Our firm had the distinct privilege of meeting former Navy SEAL Commander Mark McGinnis. What an inspiration!

Commander McGinnis achieved a decorated 17-year career defending his country as a U.S. Navy SEAL. During his time as a SEAL, he held all manner of leadership positions, led over 400 missions successfully, while never losing a team member in battle.

He provided perspective on transformational leadership—on the battlefield and in the boardroom.

What he said is that you can do anything in this world if you are single-minded and relentless in pursuit of that goal. The brain is the most powerful weapon that we have because in the most difficult times, it tells you, “yes, you CAN and you WILL!”


Alex has passed the CFP®️ certification examination. We are proud to recognize this significant accomplishment and Alex’s hard work and determination. The CFP®️ designation is the highest standard of excellence in the field of personal financial planning.

Our team is dedicated to assisting our first responders with financial and retirement planning. With pensions and defined contribution plans, we take the extra steps in creating specialized retirement income strategies to assist with a comfortable and confident retirement.

Pictured is CFP® Alex Akers who is making an impact with first responders in Arizona’s West Valley.

Reach out to learn about our financial planning strategies and the services we provide for first responders.

Members of Signature Wealth Concepts are committed to giving back to the various charities and community organizations listed here, however in no way does this constitute an endorsement or solicitation. Equitable Advisors and its affiliates are not affiliated with, nor do they endorse any of these organizations.