Philip Kong
Financial Advisor at Sierra Ridge Wealth Management
Based in Sacramento, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Sacramento
Industry
Financial Services
Company size
16
Contact information
Reveal Philip's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
p•••••••@sierraridgewealth.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Philip Kong
I will partner with you to understand and develop a 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. With a thorough understanding of your needs and goals, I can create a personalized plan for your financial future that works toward those dreams.
Decision-makers
Other people at Sierra Ridge Wealth Management
Build a list of verified contacts at Sierra Ridge Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Philip
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime