Welcome to HK Financial

HK Financial is a fee-only financial advisory firm established in 1999. We are dedicated to helping professionals and their families achieve their financial goals in a non-linear world.

We know achieving financial and life goals isn’t always straight forward. Life can have twists and turns. At HK Financial we guide our clients with a customized flexible plan, then help them make informed decisions to navigate life’s changes to successfully achieve their financial and life goals.

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We offer a holistic approach to financial and life goal planning…to help navigate the twists and turns.

Financial Life Planning

We are here to help you navigate your financial life planning, investments, and provide sound advice. Adhering to a fiduciary pledge, we act solely in our client’s best interest at all times.

Financial Planning

Advice and Reviews
FLAT FEE / RETAINER

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Investment Advisory

Assets Under Management
FEE SCHEDULE

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At Our Core

Fee-Only Fiduciary

No Commissions. Act in clients best interest.

Detailed Yet Flexible

Tools to Plan, Collaborate and Communicate

Detailed Yet Flexible

Tools to Plan, Collaborate and Communicate

Professional Associations and Memberships

  • Link to CFP Professional Page
  • Link to The National Association of Personal Financial Advisors Professional Page
  • Link to Financial Planning Association Professional Page
  • Link to XY Planning Network Professional Page
  • Link to Fee-Only Network Professional Page
  • Link to Estate Planning Council of San Diego Professional Page

Navigate Your Financial Future with Confidence.

We offer a complimentary and confidential introductory meeting.

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