Find the Certified Financial Planner™
Who's right for you.

Paul S. King, CFP®

King Wealth Planning, Inc

2105 S Bascom Ave
Ste 148
Campbell, CA 95008-3276
Phone: (408) 879-0789
Fax: (408) 879-9075

Toll-free: (800) 592-3847

Household Income Minimum: $100,000
Investable Asset Minimum: $500,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Career Change
  • Estate Planning
  • Investment Management
  • Identity Theft
  • Real Estate
  • Retirement
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.