Our Team

At King Wealth Planning, we believe in teamwork. You’ll see it in action when you partner with us. Following is a brief background on each of our team members. You’ll find us all to be dedicated, experienced, personable professionals with a singular focus — making it easier for you to enjoy your life!

Our Mission

Our Guiding Values

CODE OF ETHICS

ASK AN ADVISOR

Paul is a CERTIFIED FINANCIAL PLANNER™ and a Registered Principal with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. As President and Private Wealth Advisor for KWP since 1988, Paul’s main goal is to help people realize a higher quality of life through better financial awareness and decision making. Paul has been recognized with the Chairman’s Club Award from LPL Financial for his annual production.The award is given to fewer than six percent of LPL’s approximately 13,500 advisors nationwide. Paul’s first career was as a Senior Engineer in the computer field for Hewlett-Packard Research Laboratories and Digital Equipment Corporation. He holds a B.S. degree in Materials Science and Engineering with a minor in Economics.

A long-time entrepreneur, some of Paul’s ventures include: String King tennis racket restringing service while in college; California Gift Baskets; Financial Educators Group to teach financial planning workshops; and KnightsBridge Castle to combat identity theft.

Paul has been a featured lecturer and instructor at Fortune 500 companies, The Union of American Physicians and Dentists, Good Samaritan Health Systems, and Bay Area colleges. He is the author of the “Financial Planning for Career Transitions” course and “The Identity Theft Resource Kit”.

He regularly speaks on such topics as Modern Portfolio Principles, Strategies for Successful Retirement, and Asset Protection Techniques. He has also served as the past President of the Silicon Valley Chapter of the International Association for Financial Planning where he launched the annual “Personal Finance Fair” community education event.

*As reported by Financial Planning magazine, June 1996-2011, based on total revenue.

Shannon has been a part of the KWP team since 2014. She has a unique skill set that includes cultivating meaningful relationships with clients and striving to provide clients with an elevated standard of consultation and care. She is dedicated to our mission and her purpose is to help clients fulfill their financial goals and live the lives of their dreams. She holds Series 7, 66, 65, and 63 Licenses as well as a BS in Business Administration from San Jose State University, a Master's in Ethical Leadership from Claremont Lincoln University, and a SHRM-SCP credential in Human Resources. She came to KWP because of its core values, leadership, commitment to ethics and the culture of “family” it has with its team and its clients.

Flor has extensive experience in financial client services; she has over 20 years with Wayne Williams at WA Insurance Services and she also has been an Operations Officer at Liberty Bank in Boulder Creek. Flor immigrated to the United States in 1976 from the Philippines. Flor lives in Scotts Valley with her husband, Leonard.

As Client Services Manager with King Wealth Planning, Flor assists our clients by fulfilling all requests for account services such as: income withdrawals, investment deposits, required minimum distribution servicing, beneficiary or account titling changes, web access support, and so much more. She is also a notary, so she is ready to assist clients with notarization needs.

Mariner Advisor Network

At King Wealth Planning, we utilize resources from Mariner Advisor Network’s Portfolio Consulting Team in order to build custom portfolios reflective of the unique financial objectives of our clients. We leverage the thought leadership and diverse resources of an experienced team to help us with portfolio construction and investment selection. By expanding our capabilities, we are able to devote more time to you, our valued clients.

Kristin started her journey in the financial services arena in 2000.  Working with independent financial advisors for 5 of those years, Kristin brings a wealth of hands-on administrative know-how. With her passion for and knowledge of day-to-day operational tasks, Kristin strives to assist clients to achieve their individual goals.

Leon has over 14 years of experience in the financial services industry including positions in Business Banking, Private Banking, and Wealth Management. Most recently, he served as a Wealth Management Banker with U.S. Bank and managed a high net worth book of business with several partners including Wealth Management Advisors and Wealth Strategists. Leon brings a great deal of industry experience with a focus on relationship management, financial planning, and analytical insight.

Leon is originally from Detroit, Michigan and currently resides in San Diego, California with his wife. In his free time, Leon likes to stay active by going to the gym and playing hockey. He also enjoys traveling and spending time at the beach. True to his Michigan roots, he is a diehard fan of the Michigan Wolverines and enjoys watching football and basketball primarily.

As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting King Wealth Planning in how to best leverage investment tools, strategy, and technology to support the practice. Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.

Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.

Personal Information

Alexandria has worked in multiple roles in the financial industry as an insurance agent, paraplanner, tax preparer, and has supported several planners among broker dealers & register investment advisors. She lives in Sacramento, CA and loves the gorgeous summers but also enjoys traveling. She is married to her husband, Aaron and has two young children: Elliott (3) and Morgan (1). Her favorite things to do are winetasting, working out, baking during the holidays, reading, loves basketball & football (Huge Warriors fan!) and creating new memories with her family. Alexandria is a dynamic plan manager who loves the financial planning profession and helping to make a big financial impact to her clients.

Tim joined the Portfolio Consulting team as Vice President, Portfolio Consulting in 2021. He has nearly three decades of industry experience, including serving as an investment officer with two public pension funds. Tim’s history with portfolio management and trading, project management, across industrial channels, further deepens his breadth of expertise. With the goal of consistently refining and improving the investing experience, his team-centered approach is aimed at boosting productivity and delivering the highest level of service to advisors and their clients.

Tim’s interests include playing basketball, fishing with his brothers, and spending free time with his family and Labrador retriever.

Elizabeth serves as the Business Manager based in the Grass Valley Branch office. She wears many hats and plays a critical role in the daily administrative functioning of our financial firm. In addition to the responsibility of the day-to-day administrative duties of the Grass Valley branch, she supports the CEO, manages a dynamic CRM and calendar, interfaces with clients, vendors, partners, and more. She will be taking on critical KWP functions such as marketing and events, website, and publications, and will be assisting with firm compliance management.

Elizabeth has an extensive background in both Executive Administrative support and Marketing Communications. She has worked in a wide variety of industries including retail, high tech, health care, professional services, nonprofit, and financial services. As Business Manager for King Wealth Planning, she brings her administrative, organizational, communication, marketing, and event planning skills to provide a high level of support to the KWP team and their valued clients. Elizabeth studied Graphic Communication at Cal Poly, San Luis Obispo and has a B.A. in Creative Arts from San Jose State University.

Check the background of investment professionals associated with this site on:
FINRA's broker check