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SIGI COMEAU, CFP®

Wealth Advisor

Experienced Financial Professional for 20+ years.
Specialist in wealth management and retirement income strategies.
Lead Advisor for exclusive Wealth Guide Planning Process.
Speaker for Retirement Planning classes and Women’s Investing workshops.

credentials and selected accomplishments

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • NASD licenses: Series 7, 63, 65
  • Insurance licenses: Life, Health, Disability, Variable Life, Long Term Care,
  • Silicon Valley Financial Planning Association Board Membership

Affiliations

  • The Financial Services Network
  • LPL Financial
  • Financial Planning Association

prOfessional Experience

King Wealth Planning, Inc., Campbell, CA
Wealth Advisor 2005 – present

The Portola Group, Palo Alto, CA
Financial Advisor  

Kane Financial Services, Los Gatos, CA
Financial Advisor  

 Bank of America, Private Banking, Palo Alto, CA
Assistant Vice President

education

College for Financial Planning

CFP Professional Education Program, California State University Long Beach

MA English Literature, San Francisco State University

BA English Literature, University of Grenoble

French Language Program

Personal

  • Married 34 years
  • Two sons

Foreign Languages

  • German
  • French

Hobbies

  • Skiing
  • Tennis
  • Travelling
  • Playing with my dog

Community Service

  • Junior League of San Jose
  • Home & School Club/PTA

 

(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

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.