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We follow the financial planning process as prescribed by the International Board of Standards for Certified Financial Planners (CFP), and offer three distinct and separate services:
- Financial Planning (Strategic)
Hillel Katzeff, MBA, CFP is a California Registered Investment Advisor A fee-based service for an objective, comprehensive, written financial plan using our nationally acclaimed and proprietary software.
- Investments and Advisory Services (Strategic and Tactical)
Hillel Katzeff is a Registered Representative appropriately licensed by the NASD to offer a range of investment products and services, including: CDs, Stocks, Bonds, Mutual Funds, ETFs, Fixed and Variable Annuities, Direct Participation Programs with SEP, SIMPLE, IRAs, 401(k) as well as Managed and Separate Accounts Securities offered through Pacific West Securities, Inc. - Member
FINRA-SIPC., and Pacific West Financial Consultants, Inc - Registered Investment Advisor Corporation.
- Insurance and Protection Planning (Strategic and Tactical)
Hillel Katzeff is licensed and in good standing with the following states to offer health, disability, long-term care, fixed and variable life insurance products:
California Insurance License No. 0815137
Colorado Insurance License No. NPI00084635
Florida Insurance License No. E047655
To request our latest Form ADV II:
Please contact us
Telephone:
San Diego, CA (858) 550-0425
Email Us:
info@hkfinancial.com
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