Kim Llumiquinga

Senior Wealth Advisor

  • 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!”

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.