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King Wealth Planning, Inc.

Home
About
What Makes Us Different
Investment Management
Our Team
Services
Cybersecurity
Client Resources
News
Communications
Blog
Events
Events
Contact
Contact King Wealth Planning
Ask an Advisor
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Dec
7
2:00 PM14:00

King Wealth Planning's Holiday Open House

  • Thursday, December 7, 2017
  • 2:00 PM 4:00 PM 14:00 16:00
  • Google Calendar ICS

Join King Wealth Planning in kicking off the holidays with good cheer! Bring your family and friends and enjoy an afternoon of food, friends and conversation. 

RSVP
 
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Oct
24
2:00 PM14:00

Aging with Dignity

  • Tuesday, October 24, 2017
  • 2:00 PM 4:30 PM 14:00 16:30
  • Google Calendar ICS

King Wealth Planning is collaborating with local experts to provide you with real solutions to staying healthy, wealthy, and wise with age. Bring your loved ones to this free, community event and get your important questions answered!

Register
 
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(800)59-ADVISE (408)879-0789 Fax: (408)879-9075


Paul King, CFP®, Registered Principal, LPL Financial, CA Insurance #0761042

Shannon Corpuz, Registered Representative, LPL Financial

LPL Financial Form CRS


In the event of a natural disaster and King Wealth Planning cannot be reached, please contact LPL’s service center directly: 800.558.7567


This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, GA, ID, MA, MD, MI, MN, NM, NC, NY, NV, OK, OR, PA, RI, SC, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside these states.

A IMPORTANT CONSUMER INFORMATION A broker/dealer(BD), investment adviser (IA), representative may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. 

Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org | www.sipc.com.  Financial Planning offered through King Wealth Planning, Inc., a Registered Investment Advisor and a separate entity.

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