King Wealth Planning

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

2105 S Bascom Ave Ste 148, Campbell, Cal...

Phone Number

(408) 879-0789

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
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1

About King Wealth Planning

King Wealth Planning, Inc. is a wealth management group that specializes in creating personalized financial plans and low-cost investment portfolios for individuals and families. Their mission is to simplify finances, assist with retirement planning, and protect clients' futures, ensuring they can live life to the fullest. The firm emphasizes a collaborative approach, providing clarity and confidence through expert guidance while maintaining a fiduciary responsibility to act in clients' best interests. With a commitment to building long-term relationships, King Wealth Planning aims to exceed client expectations and offer peace of mind in an ever-changing financial landscape.Explore more
King Wealth Planning's Social MediaPopular SearchesKing Wealth Planning IncKing Wealth PlanningCom KingwealthplanningPaul King CfpKWP'sSIC Code 62,628NAICS Code 52,523Show more

King Wealth Planning Org Chart

PhoneEmail
SC
United States flag for contact location.

Lpl Financial Advisor

PhoneEmail
CD
United States flag for contact location.

Operations Assistant

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

King Wealth Planning

<$5M
1-10
Private
-
1988
SC
Sigi ComeauLpl Financial Advisor
$8.6M
11-50
Private
-
2010
MG
Michael GoodwinFounding Partner
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
1-10
Private
-
2020
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
KA
Kelsey AbbottClient Service Specialist
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

King Wealth Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

King Wealth Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about King Wealth Planning.

King Wealth Planning Tech Stack

A closer look at the technologies used by King Wealth Planning

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Frequently Asked Questions Regarding King Wealth Planning

What is King Wealth Planning's official website?
King Wealth Planning's official website is www.kingwealth.com
What is King Wealth Planning's Revenue?
King Wealth Planning's revenue is <$5 Million
What is King Wealth Planning's SIC code?
King Wealth Planning's SIC: 62,628
What is King Wealth Planning's NAICS code?
King Wealth Planning's NAICS: 52,523
How many employees does King Wealth Planning have?
King Wealth Planning has 1-10 employees
What industry does King Wealth Planning belong to?
King Wealth Planning is in the industry of: Finance, Securities Trading
What is King Wealth Planning competition?
King Wealth Planning top competitors include: Sterling Total Wealth Solutions, Full Circle Wealth Strategies, Ridley Wealth Strategies, Stratos Wealth Advisors
What technology does King Wealth Planning use?
Some of the popular technologies that King Wealth Planning uses are: Squarespace Online Stores, Enom DNS Hosting, Proofpoint, Adobe Typekit
How do I contact King Wealth Planning?
King Wealth Planning contact info: Phone number: (408) 879-0789 Website: www.kingwealth.com
What does King Wealth Planning do?

King Wealth Planning, Inc. is a wealth management group that specializes in creating personalized financial plans and low-cost investment portfolios for individuals and families. Their mission is to simplify finances, assist with retirement planning, and protect clients' futures, ensuring they can live life to the fullest. The firm emphasizes a col... laborative approach, providing clarity and confidence through expert guidance while maintaining a fiduciary responsibility to act in clients' best interests. With a commitment to building long-term relationships, King Wealth Planning aims to exceed client expectations and offer peace of mind in an ever-changing financial landscape.Read More

What are King Wealth Planning social media links?
King Wealth Planning Linkedin page King Wealth Planning Twitter page King Wealth Planning Facebook page
Is King Wealth Planning a public company?
King Wealth Planning is private company therefore does not currently have an official ticker symbol
See more information about King Wealth Planning

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