Philip Kim CFP®, ChFC®, CLU®, RICP®, CRES
Phil Kim, CFP®, ChFC®, CLU®, RICP®, CRES is the Managing Director and a founding member of
Signature Wealth Concepts.
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 registrations 7, 66, and 24, along
with Life and Health Insurance licenses in multiple States.
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 resource 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 protecting assets, and
maximizing growth and transferring wealth.
Among some of the commendations that he has received in recent years are:
➢ Induction into the University of Arizona’s Beta Gamma Sigma society in 2014
➢ Recognized as the 2021 Ford Volunteer Service recipient for community involvement
➢ Named the Equitable Advisors Regional Honor Associate in 2022 for exemplary work with clients and
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 staying active with his
family in the mountains that surround Phoenix.
To schedule a time to meet with Phil Kim, visit this virtual scheduling link:
California Insurance License #0K48816
CFP® and CERTIFIED FINANCIAL PLANNER™ 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. 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.