Our Guiding Values

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We are trusted financial guides to our valued clients along their life’s journey.  To provide the best client experience requires a commitment to their long term best interest.  We form a valuable trusted personal partnership based on the following core values:

Ethics

We will always speak the truth, do what is right, and deliver what we promise.  We live with the spirit exemplified by the Certified Financial PlannerTM Code of Ethics and always put our client’s interests above our own.

Relationship

Our success is measured in the value and quality of relationships with others.  We respect and honor our clients and team members and care for others on a deeply personal level.

Service

We strive to make our clients’ lives easier.  We are efficient and effective problem solvers by applying our experience and seeking useful knowledge.

 

Our Mission

CODE OF ETHICS

OUr Team

 

(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.