King Wealth Planning Inc

  • Financial Services
  • San Jose CA
  • 6 employees
  • Financial Services
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Company Overview

Headquarters
3190 S Bascom Ave Suite 200, San Jose CA
Website
kingwealth.com
Phone
(408) 879-0789
Employees
6
Founded in
1988
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$3B

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Who is King Wealth Planning Inc

King Wealth Planning Inc. is a financial planning firm located in Campbell, California. Founded in 1988, the company employs five individuals. King Wealth Planning specializes in retirement, estate, and investment advice. Their approach centers on providing personalized plans tailored to each client's goals, decision-making style, and financial history. They utilize their proprietary WealthGUIDE System to facilitate regular reviews, revisions, and actions that ensure clients stay on track. The company prides itself on building long-term relationships with clients, emphasizing trust, professional standards, and personalized guidance throughout the retirement planning journey. Interested parties can schedule a complimentary initial consultation by contacting King Wealth Planning directly.

King Wealth Planning Inc Industry Tags

Retirement Planning
Estate Planning
Investment Management
Insurance Planning
Retirement Distribution
Financial Services
Financial Advisory Services
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King Wealth Planning Inc Tech Stack

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FAQ

What is the location of King Wealth Planning Inc's headquarters?
The headquarters of King Wealth Planning Inc are situated at 3190 S Bascom Ave Suite 200, San Jose CA
What is King Wealth Planning Inc's phone number?
King Wealth Planning Inc's contact number is (408) 879-0789.
What is King Wealth Planning Inc's official website?
The official website of King Wealth Planning Inc can be found at kingwealth.com.
What is King Wealth Planning Inc's current revenue?
As of January 2015, King Wealth Planning Inc's annual revenue reached $3B.
How many employees does King Wealth Planning Inc currently have?
King Wealth Planning Inc employs approximately 6+ people as of January 2015
Which industries is King Wealth Planning Inc primarily operating in?
King Wealth Planning Inc operates in the following industries: Finance, Credit
What are King Wealth Planning Inc's industry tags?
King Wealth Planning Inc's industry tags include: Retirement Planning, Estate Planning, Investment Management
When was King Wealth Planning Inc founded?
King Wealth Planning Inc was founded in 1988.

Employee Directory

Key Employees

Paul King

President

Phone Email

Sigi Comeau

LPL Financial Advisor

Phone Email

Charles Decker

Operations Assistant

Phone Email

Philip Simon

Communications & Marketing Manager

Phone Email