Paul King, Cfp®

Paul King, Cfp® Email and Phone Number

Financial Advisor @ Pence Financial Group
San Jose, CA, US
Paul King, Cfp®'s Location
San Jose, California, United States, United States
About Paul King, Cfp®

At King Wealth Planning, our mission is to provide proactive and responsive financial advice to successful individuals and families. We believe wealth is much more than just money and our primary aim is to help others live more fulfilling lives.We have been providing comprehensive planning, education, and investment strategies to retirees, professionals, and business owners for 20 years.---------------------------------------------------------------------------------------The Wealth Managers of King Wealth Planning Inc. are Registered Representatives with and Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Financial planning offered through King Wealth Planning, a registered investment advisor and separate entity from LPL Financial. Securities related services may not be provided to individuals residing in any state not listed below. This information is intended for use only by residents of the following states in which the representative is registered:For a list of states in which we are registered to do business, please visit www.kingwealth.comThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Specialties: Investment portfolio design and management.Asset preservation strategies.Stock option planning.Retirement income planning.Financial organization.

Paul King, Cfp®'s Current Company Details
Pence Financial Group

Pence Financial Group

View
Financial Advisor
San Jose, CA, US
Paul King, Cfp® Work Experience Details
  • Pence Financial Group
    Financial Advisor
    Pence Financial Group
    San Jose, Ca, Us
  • King Wealth Planning, Inc.
    President
    King Wealth Planning, Inc. 1988 - Present
    Providing comprehensive wealth management and investment guidance to successful families in Silicon Valley and beyond.
  • Kliv Radio
    Show Partner - Silicon Valley Real Estate Hour
    Kliv Radio Jun 2013 - Dec 2013
  • Digital Equipment Corporation
    Senior Engineer
    Digital Equipment Corporation 1986 - 1990
  • Hewlett-Packard Laboratories
    Research Engineer
    Hewlett-Packard Laboratories 1981 - 1986
  • Century 21 Lad
    Investment Real Estate
    Century 21 Lad 1986 - 1988

Paul King, Cfp® Skills

Retirement Planning Retirement Strategic Financial Planning Investments Wealth Portfolio Management Financial Advisory Securities Asset Allocation Wealth Management Investment Advisory Personal Finance High Net Worth Individuals Series 63 Investment Strategies Iras Estate Planning 401k Small Business Estate Tax Planning Wealth Management Services Mutual Funds Public Speaking Trusts Risk Management Finance Etfs Financial Goals Alternative Investments Finra Financial Planners Disability Insurance Series 7 Project Planning Asset Protection Life Insurance Financial Services Options Asset Managment Fixed Annuities Series 24 Retirement Plan Consulting Series 6 Profit Sharing Financial Planning Asset Management Planning Retirement Income Strategies Long Term Care Annuities

Paul King, Cfp® Education Details

Frequently Asked Questions about Paul King, Cfp®

What company does Paul King, Cfp® work for?

Paul King, Cfp® works for Pence Financial Group

What is Paul King, Cfp®'s role at the current company?

Paul King, Cfp®'s current role is Financial Advisor.

What is Paul King, Cfp®'s email address?

Paul King, Cfp®'s email address is ki****@****hoo.com

What is Paul King, Cfp®'s direct phone number?

Paul King, Cfp®'s direct phone number is +140887*****

What schools did Paul King, Cfp® attend?

Paul King, Cfp® attended College For Financial Planning, Cornell University.

What are some of Paul King, Cfp®'s interests?

Paul King, Cfp® has interest in Poverty Alleviation.

What skills is Paul King, Cfp® known for?

Paul King, Cfp® has skills like Retirement Planning, Retirement, Strategic Financial Planning, Investments, Wealth, Portfolio Management, Financial Advisory, Securities, Asset Allocation, Wealth Management, Investment Advisory, Personal Finance.

Not the Paul King, Cfp® you were looking for?

  • Paul King, CFP, RICP

    Private Wealth Advisor
    Atlanta, Ga
    3
    gmail.com, northwesternmutual.com, northwesternmutual.com

    1 +124887XXXXX

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