Paul S. King, CFP®                

Wealth management

25 years serving successful individuals and families seeking guidance for the second half of life’s adventure. Inventor of the uniquely effective WealthGuide process. Lecturer and educator on topics including portfolio management, planning for life transitions, and ethical wills.

credentials and selected accomplishments

  • Certified Financial Planner™
  • Certified Estate Planner™
  • Certified Collaborative Advisor™
  • NASD licenses: Series 6, 7, 22, 24, 63, 65
  • Insurance licenses: Life, Health, Disability, Variable Life, Long Term Care,
  • CA Partnership Long Term Care

Author: Financial Planning for Career Transitions course

Author: Identity Theft Resource Kit

Past President: Silicon Valley Chapter of the International Association for Financial Planning – National Chapter of the Year 1998

Initiated: Silicon Valley Personal Finance Fair

Chairman’s Club Award, LPL Financial


  • Financial Planning Association
  • Santa Clara County Estate Planning Council
  • Rotary Club of San Jose
  • Peak Advisor Alliance
  • Wealth Counsel Advisors Forum
  • The Financial Services Network

professional Experience

King Wealth Planning, Inc.,  Campbell, CA
CEO and Senior Wealth Manager  1988 – present

LPL Financial, Campbell, CA
Registered Principal and Branch Manager  1994 – present

KnightsBridge Castle, Woodside, CA
Founder, Identity Theft Protection Services 2004 – 2006

Royal Alliance, San Jose, CA
Registered Representative 1992 – 1994

TMI Equities, Campbell, CA
Registered Representative 1988 – 1992

West Valley Community College, Saratoga, CA
Instructor 1993 – 1998

Digital Equipment Corporation, Cupertino, CA
Senior Engineer, Computer Packaging Manufacturing  1987 – 1992

 Hewlett Packard Research Labs, Palo Alto, CA
Member of Technical Staff  1981 – 1987
Computer packaging research and development


Cornell University, 1981 B.S., Materials Science and Engineering Minor in Economics

College for Financial Planning,  1994, Certified Financial Planner™


  • Long distance running and triathlon
  • Photography

Community Service

  • Past Trustee: Presbyterian Church of Los Gatos
  • Boy Scouts of America
  • Habitat for Humanity
  • National Rebuilding Day
  • Men’s Division International
  • East Bay Stand Down