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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

Affiliations

  • 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

education

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

College for Financial Planning,  1994, Certified Financial Planner™

Hobbies:

  • 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

(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

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

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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.