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

Founding Member, Managing Director
phil@signaturewealthconcepts.com
480-444-3782

Phil Kim is the Managing Director and Co-Founder of Signature Wealth Concepts. Since 2002, he has specialized in providing Financial Planning and Wealth Management guidance for individuals and businesses. 

Phil continues to leverage education and a commitment to the profession to deliver excellence to his client base. A graduate of Cornell University in Ithaca, NY, Phil carries multiple industry designations, including the CERTIFIED FINANCIAL PLANNERTM. In addition, he holds the following FINRA licenses: Series 7, Series 66, and Series 24. 

By actively engaging with community, Phil continues to foster meaningful connections and build strong relationships. This is especially important because his work is based on establishing trust and accountability to meet the needs of his clientele.

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.

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, travelling, or staying active with his family in the mountains that surround Phoenix.

Industry Accolades

Company Accolades

Community Achievement

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

To schedule a time to meet with Phil Kim, visit this virtual scheduling link:

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Phil Kim was featured in the Phoenix Business Journal. Click here to view article.

 

 

 

 

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.