Philip Kong

About Philip Kong

I will partner with you to understand and develop a financial plan that addresses your…

Experience

1. Financial Advisor

   Sierra Ridge Advisor Group

   Sep 2021 — Present · Roseville, CA, US

   I run a full-service financial firm committed to helping people achieve their financial goals. Reaching your long-term financial objectives hinges on having the right plan - one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. Whether your concern is not having enough money to last throughout your retirement or protecting your assets from inflation, I can help you. I provide a fully integrated approach to building and protecting your wealth, including customized portfolio management strategies and asset protection structures. Securities and investment advisory services offered through LPL Financial Inc, Member FINRA/SIPC. Neither Discernment Financial Inc or Sierra Ridge Wealth Management LLC are affiliates of LPL Financial Inc. To view other important client information, visit Any posts on this site may not reflect the views or opinions of LPL Financial Inc.

Education

• University of California, Davis

  Bachelor of Arts - BA

Skills

• Customer Service
• Life Insurance
• Finance
• Financial Services
• Series 6
• Banking
• Risk Management
• Strategic Financial Planning
• Investment Planning
• Small Business Lending
• Strategic Planning
• Team Leadership
• Sales
• Series 7
• Commercial Real Estate
• Relationship Building
• Strategic Financial Strategies
• Coaching
• Cash Management
• Relationship Management
• Financial Planning
• Series 63
• Sba
• Consumer Lending
• Due Diligence
• Business Development
• Loan Origination