Our firm provides a broad spectrum of financial advisory services to a diverse yet select group of high net worth individuals, business owners, and their families.
For most people, managing their finances can be an overwhelming task. Many times these tasks are compartmentalized and monitored by other advisors while clients are left to oversee the big picture. Our firm fills this role. However, we do not replace other highly valued professionals – rather, we work in concert with your team to organize the efforts of all parties.
Over the years, we have
worked hard to build an environment that is both flexible and
comfortable for our clients while maintaining a high priority on the
details. We offer a highly personalized approach, which allows our
clients to look to us for much more than investment advice. They rely on
us to be their counselor, business advisor, investment manager and
friend.
Hillel Katzeff, MBA, CFP®
President
Hillel formed HK Financial, Inc. with the mission is to empower people to attain financial goals by managing, protecting and growing personal wealth from generation to generation with experienced and highly personalized advice.
Hillel is a graduate of Muhlenberg College, Allentown, Pennsylvania, where he earned his BA in Economics and Business Administration in 1982. He also earned his Master of Business Administration (MBA) degree from the Lubin Graduate School of Business at Pace University in New York City in 1984.
He has over 25 years of experience in the financial services industry initially as a due diligence officer in New York City, then as a financial planning practitioner In San Diego, California.
Hillel is an Life Planner with HK Financial which is registered with the California Department of Corporations as a Registered Investment Adviser to offer consulting services on a fee only basis. He is a former President of the San Diego Financial Planning Association and a member of the San Diego Estate Planning Council.
Hillel has developed proprietary financial planning software to help his clients achieve their goals with simple, clear and easy-to-understand reports.
Louis Lopez
Financial Planning Assistant
Louis is an Investment Advisor Representative with HK Financial and assists Hillel with the day to day operations of the firm. Some of his investment management responsibilities include rebalancing client portfolios, preparing quarterly review reports, and implementing asset allocation strategies. He also handles client account maintenance and system operations.
Prior to working at HK Financial, Inc. Louis was a paraplanner at Lamia Financial Group, LLC in Thousand Oaks and a financial planning intern at Yeske Buie, Inc in San Francisco. It was at these firms that he developed and built upon a passion for financial planning. He is also a member of the Financial Planning Association.
Louis is currently obtaining his MBA in Financial Planning from the California Lutheran University and will complete it in early 2012. He has completed the requirements for the Certified Financial Planner (CFP®) exam and expects to sit for it this year. Louis graduated Cum Laude with a Bachelor of Science in Finance from the University of San Francisco.