Progressive Financial Advisory Services
What Sets us Apart
Technology
Not only do we utilize the latest investment technology when conducting research, but we also deploy the industry’s leading cloud based tools which allow us to deliver easy to understand answers to our clients in a convenient package.
Accessibility
Choosing an investment advisor can be a difficult task due to the complexities of the industry. As a boutique independent financial advisor, we are able to streamline our communication and allow clients unparalleled access to our advisors.
Parallel Investing
Parallel Investing is a simple concept that provides assurance that our decisions, on behalf of our clients, are free from conflicts of interest. This assures that our clients share in our success, as they become our parallel investment partners.
In a world where media pushes hype and hyperbole (Tesla and Snapchat's success for instance), InvestTalk is the place for straight talk and independent investment advice. We discuss relevant current market events, how to create a successful investment strategy and of course important topics brought by our listeners that matter to the everyday person. Call our anytime listener line at 888-99-CHART to ask your question live or leave a message to be answered on an upcoming show. Whether you are an active caller or a passive listener, InvestTalk will help you make better money decisions by having better objective market perspective and more refined investing knowledge.
Explore the InvestTalk Portal
InvestTalk | Financial Advice Podcast
"Am I Invested Properly?"
The answer to that age old question starts with understanding your personal risk tolerance level. Start down the path to Financial Freedom by taking our Award Winning Risk Analysis Quiz. It only takes a few minutes!
Planning at your Fingertips
Advizr is a robust financial planning software allows us to easily model out a direct path to success for clients. From the moment they start until any specified time in the future.
Learn More About Our Programs
Dynamic Growth
Flexible Management for Optimum Returns
This strategy employs KPP’s unique market expertise to navigate every market environment.
Balanced Income
Ideal Blend of Growth and Interest
By identifying undervalued assets, we accommodate investors who have a lower risk tolerance but desire some exposure to stock market growth.
Disciplined Equity
Focused Growth for Maximum Returns
Combining fundamental and technical analysis, our strategy filters through stocks based on business quality, chart strength and underlying value.
Equity Income+
Dividend Investing with a Boost
By adding consistent income from dividends and option premiums, we are able to create a moderately aggressive strategy.
Stable Income
Steady Yield for the Risk Averse
Using our extensive experience investing in the bond markets, we created this strategy to provide clients an opportunity to invest in quality fixed income securities with an emphasis on safety of principal and income optimization.
Active401K™
Exceptional Professional Management to the Masses.
This service helps us overcome the challenge of making informed choices within the limits of their employer’s 401k plan.
"Our approach uses disciplined financial analysis that exploits market opportunities."
Justin Klein, CEO of KPP Financial
Upcoming Meeting Dates
october
10oct9:00 am5:00 pmSan Jose MeetingMeet with Steve
Event Details
Meet with Steve Peasley, KPP Financial's President, for a 1 on 1 meeting to go over your portfolio. Schedule a time by getting in touch here!
Event Details
Meet with Steve Peasley, KPP Financial’s President, for a 1 on 1 meeting to go over your portfolio.
Schedule a time by getting in touch here!
Time
(Thursday) 9:00 am - 5:00 pm
12oct9:00 am12:00 pmWealth Conference
Event Details
Earning Yield in a No-Yield World: Investing in Real Estate, Stocks & Bonds for Income Join us on October 12 from 9 AM to 12 PM in Irvine, CA. Conference
Event Details
Earning Yield in a No-Yield World: Investing in Real Estate, Stocks & Bonds for Income
Join us on October 12 from 9 AM to 12 PM in Irvine, CA. Conference attendance is $35 but if you sign up before September 15 you will receive special Early bird pricing of $25.
- Understanding Real Estate Investing – From Buy & Hold to Vacation Rentals and Land Banking
- How the Trade War and Economic Trends Will Affect Stocks & Bonds
- Ways to Increase Your Income Potential & Defer Taxes using Trusts
Speakers will be InvestTalk Hosts Steve Peasley & Justin Klein, Real Estate Investing Experts Shevy Akason & Larry Roberts, as well as Trust Attorney Nicole Vettraino.
Location: The Boardwalk – 18575 Jamboree Road, Irvine, CA 92612
Time: October 12 at 9 AM – 12 PM
Time
(Saturday) 9:00 am - 12:00 pm PST
Location
The Boardwalk
18575 Jamboree Rd
november
07nov9:00 am5:00 pmNew York MeetingMeet with Steve
Event Details
Meet with Steve Peasley, KPP Financial's President, for a 1 on 1 meeting to go over your portfolio. Schedule a time by getting in touch here!
Event Details
Meet with Steve Peasley, KPP Financial’s President, for a 1 on 1 meeting to go over your portfolio.
Schedule a time by getting in touch here!
Time
(Thursday) 9:00 am - 5:00 pm
Complimentary Portfolio Review
Get a second opinion on your current financial picture or more information about our investment programs. Our consultations are completely free and are designed to help guide each individual towards their ultimate financial goals.
Schedule a Time
Sign-Up for our Premium Newsletter for Just $19/Month or $199/Year
Stay informed by signing up for our weekly e-newsletter with four informative sections and a brief video. The first section is a review of the important news events and economic statistics that impact the global markets. There is a section containing stock ideas, a section on portfolio management and finally, Consumer Watch, dedicated to protecting and informing the public.
Only $19 per month | Delivered every Friday to your e-mail box | Timely and concise information
About Us
In an industry filled with self-serving institutions, we strive to be the antithesis. Our principles originate from observing big Wall Street firms consistently putting client interests behind their own. Every single decision we make as a firm is working towards the benefit of our clients. Our winning investment approach is derived from decades of investment knowledge and a unique market perspective.
Our Team
