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Independent Financial Guidance from Irvine, CA

From our headquarters at Park Plaza in Irvine, CA, we serve investors nationwide with 100% fee transparency and a commitment to accountability. Experience the accessibility of a boutique firm with the discipline of institutional analysis.

Why KPP Financial?

Larger firms may offer value, but they often have high fees and limited advisor interaction. As an Irvine-based boutique firm, we provide full access to our leadership team, 100% fee transparency, and accountability through "parallel investing," where we invest alongside you.

KPP Financial_Why KPP

Our Investment Strategies

1. The Aggressive Investor

Our aggressive strategies maximize returns through flexible management and targeted growth in quality companies and asset classes.

2. The Moderate Investor

Our moderate strategies focus on value-oriented diversification and income, balancing market exposure with risk protection.

3. The Conservative Investor

Our conservative program invests in quality fixed-income securities, emphasizing steady yields and limited interest rate risk.

Investment Strategies

Unlock Financial Potential

Get a free portfolio review. Unlock financial success with our expert team.

 

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Financial Planning Services

Our services are comprehensive and results-driven. Experience the financial benefits of partnering with KPP Financial.

1. Retirement Solutions

Collaborating with our leadership team, you'll receive a personalized retirement plan tailored to your financial needs.

2. Income Generation

Our income-generation strategies will weave into your investment approach, enhancing your portfolio and maximizing results.

3. Estate Planning

We partner with Trust & Will to offer estate planning services that protect your assets and preserve your wealth for future generations.

Financial Planning

Our Educational Services

Explore the wide range of educational possibilities offered by KPP Financial, designed to enhance your personal investment strategies. 

KPP Financial HIGH REZ-13700

InvestTalk Podcast

With over 60 million downloads, the InvestTalk Podcast allows listeners to engage in live discussions and ask their most pressing financial questions.

KPP Financial Premium Newsletter

Our Premium Newsletter offers exclusive insights and economic analysis from our leadership team, delivered directly to subscribers' inboxes.

Office Hours

Office Hours offers subscribers exclusive weekly hour-long sessions featuring in-depth market analysis and live Q&A with KPP Financial's CEO, Justin Klein.