Philip Kong

Introduction

Philip brings over 17 years of experience in the financial services industry, specializing in comprehensive planning for individuals, families, and business owners. His mission is to simplify complex financial decisions and provide actionable strategies that align with each client’s goals and values.

Philip partners with clients to create financial plans that address a wide range of needs, including:

• Investment Management
• Insurance Planning
• Retirement Planning & IRA Distributions
• Corporate Executive Stock Options
• Business Succession Planning
• Estate Planning & Wealth Transfer
• Charitable Giving Strategies

Philip earned his degree in Psychology from U.C. Davis, where he also played collegiate soccer. He is married and the proud father of seven children. Outside of work, Phil enjoys spending time with family and friends, serving in his church community, and playing pickleball. When he’s not advising clients or coaching his kids at soccer, Phil appreciates great food, a fine glass of red wine or whiskey and an occasional cigar.