KPP Financial

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

17875 Von Karman Ave Ste 150, Irvine, Ca...

Phone Number

(800) 557-5461

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
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ZI Rank
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About KPP Financial

KPP Financial is a multi-faceted independent financial advisory firm that focuses on elevating investment strategies through a talented team. The firm offers a broad range of services including financial planning, investment programs, and educational resources for clients seeking personalized and accountable financial solutions. They emphasize transparency, direct advisor interaction, and a unique parallel investing approach. KPP Financial caters to a diverse clientele, including aggressive, moderate, and conservative investors, and is committed to enhancing financial success with customized strategies.Explore more
KPP Financial's Social MediaPopular SearchesKPP Financial IncKPP FinancialKppKPP Financial inKPP Financial, Inc - Klein, Pavlis & Peasley Finan...SIC Code 62,628NAICS Code 52,523Show more

KPP Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KPP Financial

<$5M
11-50
Private
-
1993
<$5M
1-10
Private
-
1998
LS
Lee SilerPresident & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1989
RG
Robin GoettingManager, Client Services
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

KPP Financial is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

KPP Financial Tech Stack

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Frequently Asked Questions Regarding KPP Financial

What is KPP Financial's official website?
KPP Financial's official website is www.kppfinancial.com
What is KPP Financial's Revenue?
KPP Financial's revenue is <$5 Million
What is KPP Financial's SIC code?
KPP Financial's SIC: 62,628
What is KPP Financial's NAICS code?
KPP Financial's NAICS: 52,523
How many employees does KPP Financial have?
KPP Financial has 11-50 employees
What industry does KPP Financial belong to?
KPP Financial is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is KPP Financial competition?
KPP Financial top competitors include: Furlong Investment Solutions, Eppolito Financial Strategies, Stockade Wealth Management, Vibrance Wealth Management
What technology does KPP Financial use?
Some of the popular technologies that KPP Financial uses are: Google Cloud Web Serving, Google Cloud Platform, HubSpot, YouTube
How do I contact KPP Financial?
KPP Financial contact info: Phone number: (800) 557-5461 Website: www.kppfinancial.com
What does KPP Financial do?

KPP Financial is a multi-faceted independent financial advisory firm that focuses on elevating investment strategies through a talented team. The firm offers a broad range of services including financial planning, investment programs, and educational resources for clients seeking personalized and accountable financial solutions. They emphasize tran... sparency, direct advisor interaction, and a unique parallel investing approach. KPP Financial caters to a diverse clientele, including aggressive, moderate, and conservative investors, and is committed to enhancing financial success with customized strategies.Read More

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

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