Our Team

Paul S. King, CFP®

President, Wealth 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.

"I like to keep a balanced perspective on life. When I am not working, there are plenty of outside activities that keep me energized. I like wilderness and adventure which I capture through photography and explore through hiking long distance running, triathlons and other outdoor sports. I also try to make the world better through volunteer work that I do for organizations like Rotary Club, Men’s Division International, Rebuilding Together, Train 4 Autism, and Habitat for Humanity."

Download Paul's Bio Here

Sigi Comeau, CFP®

Wealth Advisor

Sigi is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Registered Representative with LPL Financial, one of the leading financial services companies and the largest independent broker/dealer in the nation*. Her specialty at King Wealth Planning is helping to guide our clients through the maze of financial planning and investment choices they have to make.

Sigi has nearly 25 years of financial services experience having previously worked with two other wealth management firms and as an Assistant Vice President in Bank in America’s Private Banking Group.

She holds a BA from San Francisco State University and an MA from California State University Long Beach. She received her Certified Financial Planner™ certification in 2004.

Sigi has served on the Board of the Financial Planning Association and the Junior League of San Jose.

"I have a wealth of things to keep me busy outside of work. I snow ski and play tennis, and like to stay fit so I can enjoy these sports. My new favorite way of doing so is with yoga. I love spending time with my family and both my husband and I have a large extended family in the Bay Area. I’m also in a book club and volunteer with the Junior League of San Jose."

Download Sigi's Bio Here

Wayne E. Williams CLU, MSPS

Chartered Financial Consultant

Wayne is a graduate of Stanford University. Wayne also holds credentials of Chartered Life Underwriter, Chartered Financial Consultant, and he has an MS in Financial Services and Management. He has been recognized for his many significant contributions to the community through his long involvement in public service activities. Wayne is retiring from the financial services industry; he will be with King Wealth Planning as a Wealth Advisor through his retirement.

Shannon Corpuz

Managing Director

Shannon serves as our Managing Director, she handles HR, Treasury, Administration and Communication. Shannon has a strong background in business administration, including HR, Organizational Management, Project Management, Graphic Design and Web Design. She brings a fresh perspective, upbeat personality, and unique skill set to the team.

She is a full-time wife, mother, employee, student and PT athlete. Her children are her heart: Maycee, Christopher and Tivoli. She has a BS in Business Administration from San Jose State and a certificate in HR Management from the University of Phoenix. She is currently working on an MA in Ethical Leadership and plans to pursue her doctorate after that.

She is very active in the community and has organized outreaches to help those less fortunate. Shannon has recently partnered with local public schools to improve their technology education programs.

“I like to keep a work-life balance; when I'm not working with my KWP family, I'm spending time with my husband and our three children-- having fun, outside adventures, cooking together or just being goofy. Being a good role-model for my children, helping others and staying active are important to me.”

Drew Bogue

Client Services Manager

As Client Services Manager with King Wealth Planning, Drew assists our clients by fulfilling all requests for account services such as:

• income withdrawals
• investment deposits
• beneficiary or account titling changes
• web access support

Drew grew up in Morgan Hill and graduated in 2006 from San Jose State University with a BS in Business Management. He brings over 15 years of customer service experience to our firm. He is an integral part of our team as he manages clients throughout the application processes, is there to answer questions, and complete account service requests. Drew’s personal interests are playing and watching sports, bicycling, camping, and enjoying time with his new bride, Katie, and his friends.

“Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do. If you haven't found it yet, keep looking. Don't settle. As with all matters of the heart, you'll know when you find it.” - Steve Jobs

Flor Parisi

Client Services Associate

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 Associate with King Wealth Planning, Flor assists the Client Services Manager and our clients by fulfilling all requests for account services such as:

• income withdrawals
• investment deposits
• beneficiary or account titling changes

"Love your family. Spend time and be kind to one another. Leave no room for regrets. Tomorrow is not promised and today is short."

Monica Balajadia

Operations Assistant

Monica graduated from San Jose State University with a BS in Business Administration and has many years of experience as an Administrative Assistant /Marketing Coordinator. Monica has worked for many Silicon Valley companies, some you may recognize are: Cirimelli, Pyle & Associates, Cisco Systems, and National Semiconductor.

As Operations Assistant with King Wealth Planning, Monica will be supporting Carine with Client Services:

• compliance & audit tracking
• managing the internal audit schedule
• managing client records

Monica volunteers at her daughters’ school and their family church. On the weekends, she is often found cheering-on her daughters at the soccer field. Monica enjoys taking vacations with her family and relaxing at the beach.

“Everything is possible with a little patience and perseverance” -Monica

Phil Simon

Communications Specialist

Phil has been with KWP since 2012. Although his writing talents have lead him to other endeavors as a sports writer and editor, when he's not announcing, writing or publishing stats--he's at KWP helping the team with events.

Phil's diverse work experience includes stints in college and professional athletics, and the corporate and non-profit sectors before entering the financial services area. He also has earned numerous accolades for his efforts.

Originally from Santa Barbara, Calif., Phil moved to the Bay Area where he graduated from San Jose State with a Bachelor's degree in public relations. He and his wife Jennifer live in San Jose with their Labrador Retriever Aspen.


Left to right :
Flor Parisi, Wayne Williams (retired), Paul King, Shannon Corpuz, Sigi Comeau,
Monica Balajadia, Drew Bogue
(Not pictured:  Phil Simon)

At King Wealth Planning, we believe in teamwork. You’ll see it in action when you partner with us. Following is some 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 achieve your retirement goals.

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

Recent Blog

Senior Woman On Holiday Sitting On Winter Beach

            Contrary to popular belief, Alzheimer’s disease doesn’t have to be an inevitability. These five tips could reduce your risk of dementia by 60 percent. A staggering number of seniors live in fear of going senile, and with good reason: Our risk of dementia...