Jimmy Phan

Managing Director

For more than 20 years, Jimmy Phan has helped thousands of retirees, real estate professionals, doctors and business owners with their finances. 

Jimmy finds custom solutions that work for his clients. Budgeting. Planning. Managing risk. Providing investment advice. Whatever his clients need, Jimmy finds a way to make it happen. He's a Registered Financial Consultant, a Registered Investment Advisor and a Certified Estate Planner®. He's a member of several financial and insurance organizations, and the holder of licenses in multiple states. He's won numerous performance and achiever awards, many while he was Branch Office Manager with World Group Securities, Brecek & Young Advisors, SunAmerica Securities and AIG. 

Through both a weekly radio talk show and weekly television talk show, Jimmy educates others with the knowledge he's accumulated throughout the years. He wants to make all of the information he now knows as easy-to-follow as possible for anyone to understand.

Jimmy gives back as an active member of his church and community. He reads, travels and loves all sports. He also holds a black belt in Shaolin Kung Fu.