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Jonathan Phan

President

CLU®, ChFC®

JPhan@FinancialGuide.com
Phone: (703) 218-6701
Professional Story
Focus Areas

Insurance Strategies, Investment Strategies (Reg. Reps Only)

Languages

English

Biography

Jonathan Phan is the General Agent of the MassMutual Northern Virginia. He graduated from the University of Massachusetts with a Bachelor’s degree in Business Administration and Marketing. Jonathan’s special focus is Retirement Planning, Employee Benefits, Risk Management and Investment Services.

Jonathan was awarded his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations from The American College. Jonathan holds FINRA Series 6, 7, 22, 24, 26 & 63 registrations. Jonathan is a Registered Principal and offers securities through MML Investors Services, LLC, Member SIPC.

Jonathan joined a major financial firm in Boston, Massachusetts in 1986. In his first 5 years of serving his clients, Jonathan qualified as a member of the Million Dollar Roundtable, and received numerous company and industry awards for production and quality client service.

In 1990, Jonathan entered management and was recognized for his outstanding efforts in leadership and building a successful organization - earning him many prestigious awards on a national level. Within ten years, Jonathan had worked his way up to partner, and enjoyed one of the best records and reputations in the industry.

As his time in the industry increased, Jonathan saw the need for a firm based on the most innovative financial strategies available. The Agency continues to expand, adding several area specialists, management teams and staff members, and has nearly tripled in size since 2007. In 2011 and 2012, the Agency earned the highest agency honor at Massachusetts Mutual Life Insurance Company (MassMutual) - The Chairman's Trophy, Gold Bowl. The Agency was also recognized in both 2011 and 2012 for having 3 agents earn the Freshman Five award.

Jonathan and his wife Vivian live in Fairfax with their twin boys, Alex and Will. Jonathan's daughter Jacqueline attends college in Rhode Island.

Jonathan Phan is a registered principal of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC. Supervisory office: 3975 Fair Ridge Drive, Suite 315N, Fairfax, VA 22033; Phone: 703-273-1002.

CRN202702-5856271

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Kyungeun E. Kim

CEO/Managing Partner

CFP®

kyungeunkim@financialguide.com
Phone: (703) 218-6706
Professional Story
Focus Areas

Insurance Strategies

Languages

English

Biography
After graduating from Ewha Womans University in Korea and earning a Master's in Statistics from the University of Michigan, I started a career as a research statistician at AC Nielsen in Chicago. During my early years in the United States, I recognized the need to expand my knowledge in finance. As a first-generation immigrant, I faced the complexities and challenges of the U.S. financial system. Determined to bridge this gap, I embarked on a journey to obtain the title of Certified Financial Planner in 2007.
 
This pursuit of financial expertise led me to New York Life / Eagle Strategies LLC, where I served as a financial advisor. I further developed my skills and knowledge in retirement planning and wealth management during my tenure at the Merrill Lynch Retirement Group and JP Morgan Chase in New York.
 
In 2010, Samsung Life offered me a unique opportunity to work at their headquarters in Seoul, South Korea. There, I established the first Retirement Research Institute in the country, conducting research and developing innovative retirement strategies tailored to the Korean market.
Additionally, I spearheaded a multi-company team to create and deliver financial education programs, benefiting over 100,000 Samsung employees.
 
Returning to the United States, I joined the New York Life DFW office, where I focused on recruiting and developing Korean American advisors to serve our community. In 2020, I achieved the distinction of being the No. 1 Partner in New York Life, leading “the only Korean American advisor team" to this significant accomplishment in the company's 175-year history.
 
In 2023, I joined MassMutual with a visionary goal: to establish a premier, comprehensive wealth management firm serving the multicultural market—filling a critical gap in the industry. Our mission at MassMutual is to become the premier organization in the multicultural community, offering comprehensive insurance, investment, and wealth management solutions. I am dedicated to empowering our clients to achieve their financial goals and create a legacy for the next generation.
 
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CRN202712-7585666

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Agency officers are not officers of MassMutual.