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T. Kenny Phan Email & Phone Number

Managing Partner & Pension Consultant Specializing in Custom Plan Design Nationwide at FinancialFocus Retirement Plan Services
Location: Greater Phoenix Area, United States 5 work roles 1 school
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Role
Managing Partner & Pension Consultant Specializing in Custom Plan Design Nationwide
Location
Greater Phoenix Area, United States
Company size

Who is T. Kenny Phan? Overview

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T. Kenny Phan is listed as Managing Partner & Pension Consultant Specializing in Custom Plan Design Nationwide at FinancialFocus Retirement Plan Services, a with 1 employees, based in Greater Phoenix Area, United States. AeroLeads shows a matched LinkedIn profile for T. Kenny Phan.

T. Kenny Phan previously worked as Managing Partner / Pension Consultant at Financialfocus Retirement Plan Services and Regional Sales Director at Aul Retirement Services. T. Kenny Phan holds Bachelor Of Science, Agricultural Economics, Sales & Marketing from Purdue University.

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FinancialFocus Retirement Plan Services

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About T. Kenny Phan

Kenny Phan is a pension specialist who partners with financial professionals to design and implement pension plans. His area of expertise is customized defined benefit, defined contribution, and 401(k) plans. Serving financial advisors and businesses across the US, he is supported by FinancialFocus Retirement Plan Services. Together, they provide comprehensive plan design consultation, administration, document installation, compliance testing, as well as IRS and DOL reporting for qualified retirement plans.Kenny works together with financial professionals to create proposals and consult with prospects. As a trusted resource, he helps his partners build their 401(k) and pension plan business and offers the highest level of education and service. Kenny partners with Financial Advisors, CPAs, Investment Consultants, Group & Health Agents, Attorneys, and Bankers to identify and grow their 401(k) and pension plan business.Financial professionals choose to work with Kenny because of his expertise and specialization. As a dedicated pension plan consultant, his only focus is on retirement plans. This concentration allows him to offer customized and creative plan design to help advisors grow their 401(k) and pension plan business. He enjoys working together with advisors to help them understand the intricacies of defined benefit, defined contribution, profit sharing, 401(k), and employer sponsored retirement plans.Specialties Include: Retirement Plan Design, Retirement Plan Administration, 401(k) Plans, Prevailing Wage Plans, ESOP, Cash Balance Plans, Defined Benefit Plans, Defined Contribution Plans, Pension Plans, Profit Sharing Plans. Serving clients nationally, as well as in Phoenix, Arizona and the surrounding metropolitan area.

Listed skills include Retirement Planning, Retirement, Investments, 401K, and 13 others.

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FinancialFocus Retirement Plan Services
Financialfocus Retirement Plan Services
Managing Partner & Pension Consultant Specializing in Custom Plan Design Nationwide
Phoenix, AZ, US
Website
Employees
1
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5 roles

T. Kenny Phan work experience

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Managing Partner / Pension Consultant

Current

Chandler, Az, Us

Financial professionals choose to work with Kenny because of his expertise and specialization. As a dedicated pension plan consultant, his only focus is on retirement plans. This concentration allows him to offer customized and creative plan design to help his advisors grow their 401(k) and pension plan business. He enjoys working together with advisors to help them understand the intricacies of defined benefit, defined contribution, profit sharing, 401(k), and employer sponsored retirement plans.His goal is to provide the highest level of service, not only to his financial advisor partners, but to the businesses they serve together. His firm, FinancialFocus Retirement Plan Services, provides best in industry administration of retirement plans. Together, they have worked with hundreds of retirement plans ranging from start up plans to multi-million dollar large corporate plans. Many national investment companies and broker dealers have screened and accepted FinancialFocus Retirement Plan Services onto their preferred list of service providers.Kenny is passionate about his work with pension plans and knows that a thorough understanding of available opportunities can often open up solutions that provide great value for business owners and employees. He understands that most advisors do not work on 401(k) plans every day and so it’s beneficial to partner with a skilled specialist who can provide education and support. His background as a financial advisor and retirement plan wholesaler for over a decade leaves him uniquely suited to help advisors grow their 401(k) and pension plan business.Most of Kenny’s time outside of the office is spent on the baseball field. He is the head coach of his son’s Little League baseball team, the local Division Director, and is a board member for the Chandler National Little League. Spending up to 35 hours per week on the field, he enjoys the sport, giving back to his community, and most of all, spending time with his son.

Sep 1997 - Present

Regional Sales Director

Aul Retirement Services

Plan, develop, present, negotiate and close highly effective retirement solutions to prospective Plan Sponsors and/or Pension Consultants/Financial Advisors.Identify and build relationships with Financial Advisors within a territory.

Oct 2000 - Dec 2006

Pension Sales Representative

The Guardian

Plan, develop, present, negotiate and close highly effective retirement solutions to prospective Plan Sponsors and/or Pension Consultants/Financial Advisors.Identify and build relationships with Financial Advisors within a territory.

Jun 1997 - Oct 2000

District Manager, Senior Sales Representative, Registered Sales Representative

Fortis Investors

Financial Advisor

May 1995 - Jun 1997
1 education record

T. Kenny Phan education

  • Purdue University
    Purdue University
    Sales & Marketing
FAQ

Frequently asked questions about T. Kenny Phan

Quick answers generated from the profile data available on this page.

What company does T. Kenny Phan work for?

T. Kenny Phan works for FinancialFocus Retirement Plan Services.

What is T. Kenny Phan's role at FinancialFocus Retirement Plan Services?

T. Kenny Phan is listed as Managing Partner & Pension Consultant Specializing in Custom Plan Design Nationwide at FinancialFocus Retirement Plan Services.

Where is T. Kenny Phan based?

T. Kenny Phan is based in Greater Phoenix Area, United States while working with FinancialFocus Retirement Plan Services.

What companies has T. Kenny Phan worked for?

T. Kenny Phan has worked for Financialfocus Retirement Plan Services, Aul Retirement Services, The Guardian, and Fortis Investors.

How can I contact T. Kenny Phan?

You can use AeroLeads to view verified contact signals for T. Kenny Phan at FinancialFocus Retirement Plan Services, including work email, phone, and LinkedIn data when available.

What schools did T. Kenny Phan attend?

T. Kenny Phan holds Bachelor Of Science, Agricultural Economics, Sales & Marketing from Purdue University.

What skills is T. Kenny Phan known for?

T. Kenny Phan is listed with skills including Retirement Planning, Retirement, Investments, 401K, Financial Services, Mutual Funds, Financial Planning, and Insurance.

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