Client Resources

Access LPL Account View. Information includes investment holdings, asset allocation, performance reports, deposits and withdrawals, and tax cost basis of your LPL Financial accounts. Click here if unable to logon.

Your Personal Planning Website provides a “live net worth” through aggregation of investment accounts, real estate, credit cards, loans, and other assets and liabilities. The secure online vault is used for storage and communication of planning information, financial and estate documents, reports and reviews


How Can We Help You today? Do you want to…

Ask a question? refer someone? schedule a client appointment?

Contact the Managing Director, Shannon Corpuz  shannon@kingwealth.com

Talk to an Advisor?

Contact the Managing Director, Shannon Corpuz, to speak with, or to schedule an appointment with one of our Advisors shannon@kingwealth.com

Have a question about a letter you received from LPL?

Contact the Client Services Manager
Drew Bogue  drew@kingwealth.com

Transfer funds?

Contact the Client Services Manager
Drew Bogue  drew@kingwealth.com

Schedule a wholesaler meeting?

Contact the Managing Director
Shannon Corpuz  shannon@kingwealth.com

Check your account?

Contact the Client Services Manager
Drew Bogue  drew@kingwealth.com

Set-up an account?

Contact the Client Services Manager
Drew Bogue  drew@kingwealth.com

Reset your Account View password?

Contact the Client Services Manager
Drew Bogue  drew@kingwealth.com

Learn more about the RetirementMAP?

Contact Sigi Comeau, Wealth Advisor  sigi@kingwealth.com

Register for an upcoming event?

Contact the Managing Director
Shannon Corpuz   shannon@kingwealth.com

Learn more about our upcoming events?

Contact the Managing Director
Shannon Corpuz  shannon@kingwealth.com

Other?

Contact the Managing Director
Shannon Corpuz,  and she can direct your call to the appropriate person
408.879.0789  shannon@kingwealth.com

 
 

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