Ongoing Strategic Insights
Access expert insights from our leadership team via InvestTalk Podcast, Office Hours, and Premium Newsletter.
InvestTalk Podcast
With over 50 million downloads, InvestTalk Podcast consistently provides independent investment advice to help you achieve financial success. Listeners can call in, ask and hear their questions answered live by CEO Justin Klein and Portfolio Manager Luke Guerrero.
Premium Newsletter
Our Premium Newsletter provides leading insights straight from our leadership team, giving subscribers exclusive access to independent thought and analysis on various subjects - including market conditions, stock ideas, portfolio management tips, and more.
Office Hours
Office Hours is an exclusive weekly hour-long session filled with in-depth market analysis and live Q/A with KPP Financial's CEO: Justin Klein. Serving as a classroom-style setting, subscribers have the opportunity to have any of their most pressing questions.
Leadership Accessibility
Choosing an investment advisor can be a difficult task due to the complexities of the industry. As a boutique registered independent financial advisory firm, we are able to streamline our communication and allow clients unparalleled access to our advisors.
Schedule A Portfolio Review
Schedule a complimentary portfolio review with one of our leadership team members to determine your next steps.
Complete our portfolio review form and a team member will reach out to you shortly to schedule a time.