K2 Financial Partners
Financial Services
Glendora, California, United States
9 employees
- Employees
- 9
- Contacts
- 2
- Emails
- 2
K2 Financial Partners Overview
- Headquarters
- Glendora, California, United States
- Website
- k2financialpartners.com
- Industry
- Financial Services
- Employees
- 9
- Founded
- 1996
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About K2 Financial Partners
We strive to provide tailored financial advice for each of our clients and their unique financial challenges and goals. Our team of advisors are qualified to help you evaluate your retirement needs, create a plan to help reach your goals and help you stay on track to achieve them. We operate as independent financial advisors, which gives us the freedom to run our business how we believe it will best serve our clients. As independents, this provides the flexibility and autonomy to place our clients interests first in and act in a fiduciary capacity. Advisory services offered through K2 Financial Inc. or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Tax services are not offered through, or supervised by, The Lincoln Investment Companies. K2 Financial Partners and K2 Financial Inc. and the above firm are independent and non-affiliated.
K2 Financial Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
K2 Financial Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jacob Gorman | Graduate from Point Loma Nazarene | Upland, California, United States |
Email
|
| Rene Rodriguez | San Dimas, California, United States |
Email
|
|
| Hayley Moreen | Finance and Economics Student at Cal |
View
|
|
| Matthew Phillips, Cfp® | Financial Advisor and Cfp® (Certified | San Dimas, California, United States |
View
|
Employees by Management Level
Individual contributor
4 profiles
Director
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 2 | 2 | 1 |
| Finance | 1 | 1 | 0 |
Compare Similar Companies to K2 Financial Partners
Mariner
Financial Services
Mercer Advisors
Financial Services
Beacon Pointe
Financial Services
AudioCityUSA
Motor Vehicle Manufacturing
Bridge Advisory, LLC
Financial Services
Revant Wealth
Financial Services
Williams Financial Advisors, L.L.C.
Financial Services
Lucidity Wealth Advisors Inc.
Financial Services
Swell Financial
Financial Services
Loomis Financial Consulting
Financial Services