Kate King

Kate King Email and Phone Number

Owner and Founder, Certified Financial Planner @ The KFK Group
Irvine, CA, US
Kate King's Location
Irvine, California, United States, United States
Kate King's Contact Details

Kate King personal email

n/a

Kate King phone numbers

About Kate King

Kate King is a Owner and Founder, Certified Financial Planner at The KFK Group. She possess expertise in retirement planning, finance, mutual funds, personal financial planning, securities and 16 more skills.

Kate King's Current Company Details
The KFK Group

The Kfk Group

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Owner and Founder, Certified Financial Planner
Irvine, CA, US
Website:
thekfkgroup.com
Employees:
4
Kate King Work Experience Details
  • The Kfk Group
    Owner And Founder, Certified Financial Planner
    The Kfk Group
    Irvine, Ca, Us
  • The Kfk Group
    Owner/Founder, Certified Financial Planner
    The Kfk Group Apr 2010 - Present
    Irvine, Ca
    The KFK Group is a full-service financial planning and investment advisory firm. We are committed to helping individuals pursue their financial goals. We utilize a wide range of financial strategies to help our clients make smart investment decisions to preserve and grow their wealth.
  • Morgan Stanley Smith Barney
    Financial Advisor, Certified Financial Planner
    Morgan Stanley Smith Barney Mar 2003 - Apr 2010
    Irvine, Ca
  • Sun Microsystems
    Analyst
    Sun Microsystems 1998 - 2001
    Mountain View, Ca

Kate King Skills

Retirement Planning Finance Mutual Funds Personal Financial Planning Securities College Savings Plans Series 7 Life Insurance Licensed Life Insurance Agent Portfolio Management Investments Finra Financial Services Asset Management Certified Financial Planner Investment Advisory Series 63 Strategic Planning Marketing Wealth Management Alternative Investments

Kate King Education Details

Frequently Asked Questions about Kate King

What company does Kate King work for?

Kate King works for The Kfk Group

What is Kate King's role at the current company?

Kate King's current role is Owner and Founder, Certified Financial Planner.

What is Kate King's email address?

Kate King's email address is ka****@****ail.com

What is Kate King's direct phone number?

Kate King's direct phone number is (949) 262*****

What schools did Kate King attend?

Kate King attended University Of California, Berkeley, American College Of Education, Mira Costa High School.

What skills is Kate King known for?

Kate King has skills like Retirement Planning, Finance, Mutual Funds, Personal Financial Planning, Securities, College Savings Plans, Series 7, Life Insurance, Licensed Life Insurance Agent, Portfolio Management, Investments, Finra.

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