Portfolio Review

Complimentary Portfolio Review

Get a second opinion on your current financial picture and more information about our investment programs with a complimentary portfolio review. KPP Financial consultations are completely free and designed to help guide individuals toward their ultimate financial goals. Our intent is to teach clients how to make better informed decisions with their money. We never seek to impose unnecessary products or services. KPP Financial has the time-tested experience, and key partnerships across the financial spectrum, that can facilitate a solution to almost any fiscal challenge. We have already helped thousands of people, and we can assist you via an in-person meeting, phone call, Skype connection, or e-mail. Make 2020 the year YOU take steps to methodically build a solid "Financial Future". NEXT EVENT: Due to the coronavirus, Steve Peasley has canceled his May trip to San Jose. The remainder of the schedule is on hold pending travel guidance. However, you still need to optimize your portfolio. So, Steve is offering no cost PORTFOLIO REVIEW assessments via telephone or Skype and Jive meetings. Send a message to Steve through InvestTalk.com. Contact Steve now.

Near You

In-market appointments are postponed until travel guidance directives permit a resumption of our meetings.  Currently, Steve's May trip has been canceled and a decision about June is on hold.

No Events on The List at This Time

At Our Office

18575 Jamboree Rd, Ste 600
Irvine, CA 92612
Hours: M-THUR 6:30AM - 5PM PST
Fri 6:30AM - 2:30PM

(COVID-19 considerations have caused
us to postpone in-office appointments.)

Get Directions

Email - Phone - Skype - Jive

Feel free to call or email us anytime. We can also provide video consultations.

Help Steve Choose A Future Date And City

Steve Peasley wants to hear from InvestTalk listeners. Should he consider coming to your city? Submit your name and suggestion below!

Our first portfolio review objective is to help you start creating your complete and balanced financial plan.

Start your Plan Here

  • Asset Name or Ticker SymbolValue 
  • Drop files here or

If you're interested in a Portfolio Review, we recommend taking the Risk Questionnaire to determine your risk tolerance.

Take the Quiz Here for Free