K2 Financial Partners

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
Industry
Financial Services
Employees
9
Founded
1996
Funding
,
NAICS
Finance and Insurance
Monetary 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 Contact
Jacob Gorman Graduate from Point Loma Nazarene
Email
Rene Rodriguez
Email
Hayley Moreen Finance and Economics Student at Cal
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Matthew Phillips, Cfp® Financial Advisor and Cfp® (Certified
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Employees by Management Level

Individual contributor 4 profiles
Director 2 profiles

Department Contact Coverage

Department Contacts Email Phone
Executive 2 2 1
Finance 1 1 0

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