Philip Kong
Financial Advisor
Introduction
I have been in the financial services industry for 17+ years. I have extensive experience working with individuals, families, and business owners. I partner with clients to understand and develop a written financial plan that addresses your financial concerns in the following areas: investing, insurance, liabilities, qualified retirement plans/IRA distributions, corporate executive stock options, business succession planning, retirement planning, durable powers of attorney, gifting to children/descendants, charitable gifting, titling of assets, executor/successor trustee matters, and distribution of wealth and charitable inclinations at death.
I am married with seven children. I graduated from U.C. Davis with a degree in Psychology and played collegiate soccer. I spend my time with family, friends, and with my church.
I enjoy outdoor activities when time allows like fishing and shooting. Most of my time is shuffling kids around between soccer, swim team, school, piano, American Heritage Girls and Trail Life. I love ribs, ribeye steak, prime rib and red wine.
Service Team
Joseph Bonacci
Portfolio Management Associate, CFA
Christie Terranova
Office Administrator
Anna Alarcon
Office Administrator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Executive Team
James Slaughter
President & Co-Founder
Giancarlo Foti
President & Co-Founder
Location & Contact Information
1435 River Park Drive
Suite 504
Sacramento, CA 95815