Philip Kim, CFP®. ChFC®, RICP®, is the Founding Partner and Managing Director of Signature Wealth Concepts; a division of AXA Advisors Southwest. Since 2003, he has been dedicated to helping individuals and businesses build their financial futures. 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. He has also been awarded the title of Retirement Planning Specialist awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania.
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.