Why Use This Tool?

FPA PlannerSearch Participants:

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

HK Financial, Inc.

4330 La Jolla Village Dr
Ste 330
San Diego, CA 92122
Phone: (858) 550-0425
Fax: (858) 362-3176

Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties

How Planner Charges

Considerations: We charge a flat retainer fee (with an offset) or a percentage of assets under management.

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