President/ Financial Life Planner
Hillel formed HK Financial, Inc. with the message to clients: “Envision your Life and Legacy. Align and Live your Vision. We’re here to help.” He does this through the resources and connections of HK Financial to empower individuals and families to attain financial their 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 30 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. He also founded a not-for-profit called Our Little Blue Box
Find Hillel Katzeff on Linkedin at: Hillel’s Linkedin Page