Sierra Ridge Wealth Management

ph: (916) 905-4936

Philip Kong

Vendor Member since March 2022

Company Description:

We share your driven, goal-oriented mindset, and all of our focus is committed to working towards your financial goals. Your partnership with us lasts for life, and we’ll continually dedicate ourselves to developing a holistic planning approach that revolves around your needs.

Products & Services:

Financial planning, life, disability insurance, debt management, investment management, 401k, cash balance, education planning, succession planning.

Benefits, Special Pricing and/or Discounts Extended to SDDS Members:

Complimentary business/individual financial plan reviews

“If you fail to plan, you are planning to fail!” -Benjamin Franklin

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