About Us

Philip Kim, CFP®, ChFC®, CLU®, RICP®

Founding Member, Managing Director of Signature Wealth Concepts
Phone: 480-444-3782
Fax: 480-922-5203

Philip Kim, CFP®, ChFC®, CLU®, RICP®, is the Founding Partner and Managing Director of Signature Wealth Concepts; a division of Equitable 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 Equitable 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. 

CA Insurance License # 0K48816

 

 

CERTIFIED FINANCIAL PLANNER(TM) professional

(RICP® is the Retirement Income Certified Planner designation awarded by the American College.)

CFP® – CERTIFIED FINANCIAL PLANNERTM professional, awarded through the Certified Financial Planner Board of Standards, Inc.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Retirement Benefits Group is a specialized division of Equitable Advisors.  Equitable Life Insuance Company (Equitable) (NY, NY) and Equitable Advisors are affiliated companies.

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.

Signature Wealth Concepts is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.

AGE-143511(3/19) (Exp. 3/21)

California Insurance License #: #0K48816

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

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

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

IMPORTANT: The names of all companies under the formerly-used AXA brand name have been updated under Equitable, the brand name of Equitable Holdings, Inc. and its family of companies. As we work to completely revise all of our website content, advertising, and other communications, you may occasionally see a remaining and inadvertent reference to some variation of "AXA", which should be disregarded and will be corrected as soon as possible.

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