About Us
Who We Are
Inspired Beginnings – The Phoenix Legacy
Phoenix Financial Group was founded in 2022, inspired by a transformative seminar we attended in Phoenix, Arizona. The symbolism of the phoenix bird – renowned for its strength, resilience, and ability to rise again – resonated deeply with us. This powerful metaphor perfectly encapsulates our dedication to helping clients navigate challenges and build a robust financial future.
A Look Into Our Process
Our business is driven by our core values of trust, integrity, and personalized service. We emphasize building strong relationships, maintaining transparency, and providing customized solutions that support our clients in achieving financial freedom. Here’s how we do it:
Step 1Understand
We begin by understanding our clients' goals and financial situation.
Step 2Create
Next, we create a personalized plan tailored to their unique needs.
Step 3Implement
We guide clients through each step of the implementation process.
Step 4Review
Regular progress reviews allow us to adjust the plan as needed.
Team
see all our
experienced team members
Phoenix Financial Group is dedicated to walking alongside our clients, offering support and guidance as they work toward achieving their financial dreams.
Bob Hakim
Co-founder/CEO
Ahlam Maad
Partner
Nour Shurbaji CFP®
Co-founder
Angelina hakim
Marketing Assistant
Gina Colon
Customer Service
Jennifer Berrios
Executive Assistant
Joseph DeBlasio
Medicare Planning Director
Maha Batinjane
Office Manager
Robert Hakim
Marketing Assistant