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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

Bob Hakim

Co-founder/CEO

Angelina hakim

Angelina hakim

Marketing Assistant

Gina  Colon

Gina Colon

Customer Service

Jennifer  Berrios

Jennifer Berrios

Executive Assistant

Joseph  DeBlasio

Joseph DeBlasio

Medicare Planning Director

Maha Batinjane

Maha Batinjane

Office Manager

Robert Hakim

Robert Hakim

Marketing Assistant

Connect with us
Start Building A Roadmap Towards
Financial Freedom For You & Your Family

Schedule a Complimentary Intro Call