Kim Llumiquinga

Family Wealth Strategist

  • What path led you to wealth management?

I didn’t pursue a career in wealth management; I feel as though it pursued me. I started my career preparing sales tax returns for businesses at Arthur Andersen, then transitioned to the Private Client Services Group and began providing tax services to families. Over time, I found my real passion was working with families at a more personal level, helping them find their purpose for wealth and preparing their next generations to be responsible stewards of that wealth.

  • Why did you join TFO Phoenix?

The people. I had worked with many of my colleagues in the past and felt that we could build something really incredible here. I think we’ve succeeded.

  • What most excites you about your work?

I get to work with such amazing clients. Sometimes it’s as simple as seeing a family laugh together in a meeting and realizing that maybe they are just a little bit closer because of me.

  • What personal accomplishments are you most proud of?

It sounds cliché, but I have to say my son and watching the well-rounded young man he has become. I have a friend who said his pursuit in life was to be a Renaissance Man: Intellectual, athletic and artistic. I always thought that was a great goal, and I’ve tried to cultivate those things in my son. He’s a straight-A student, plays soccer, is a black belt in Tae Kwon Do, loves acting and has incredible showmanship. I love that!

  • Why should families connect wealth and purpose?

To find meaning for what motivates them and to understand why they get up every morning to do what they do.

  • Education and accreditations

B.A., Economics, Rutgers University
Series 65 license

  • What are the most important lessons you’ve learned in life?

I used to work with a supervisor who had a wonderful attitude about life. When I made a mistake, instead of getting frustrated with me, she would always respond: “There is no mistake that can’t be fixed!”