King Wealth Planning

Specialties

Our staff of CERTIFIED FINANCIAL PLANNER™ Professionals maintain the highest standards of ethical performance and superior service and also hold Investment Advisor Representative designations. These requirements include completing the FINRA examinations for Series 7 and Series 66. Individual staff members hold additional licenses and professional designations in areas of financial planning specialization. King Wealth Planning, Inc. is registered with the State of California as a Registered Investment Advisor firm.

History

Established in 1988.

Celebrating 25 years of service, King Wealth Planning has remained committed to it’s philosophy of independent, unbiased financial planning advice. We have a commitment to provide comprehensive and coordinated retirement and estate planning services not just investment advice. Let the Retirement Guides at King Wealth Planning help you gain control of your financial future.