Company Overview
Brief Description:
King Wealth Planning, Inc. offers retirement, wealth management, and financial planning services in Campbell, CA and surrounding areas. We provide financial guidance for clients seeking to fulfill their personal direction and meaning in the second half of life's adventure. We create confident and intentional action for prudent wealth management through professional, caring, objective advice.
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. Please call or email us at inquiry@kingwealth.com for a free consultation.
Securities and Advisory Services Offered through Linsco Private Ledger Member NASD/SIPC
King Wealth Planning, Inc. offers retirement, wealth management, and financial planning services in Campbell, CA and surrounding areas. We provide financial guidance for clients seeking to fulfill their personal direction and meaning in the second half of life's adventure. We create confident and intentional action for prudent wealth management through professional, caring, objective advice.
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. Please call or email us at inquiry@kingwealth.com for a free consultation.
Securities and Advisory Services Offered through Linsco Private Ledger Member NASD/SIPC
Products and Services: