Kandice Gupta

Kandice Gupta

President

Phone: (256)413-9000
Fax: (256)413-9002
E-mail:
 
 
Kandice is founder and chief executive officer of K&K Financial Group. She advises businesses, families, and individuals who wish to better their financial future. She begins by learning firsthand about the current financial situation and vision for the family’s future, including their financial goals and dreams. 
Kandice has been a personal financial advisor since 1993; she spent her first 12 years in the business as a Regional Vice President with PFS investments. Leaving PFS investments gave Kandice the proper knowledge to offer independent, unbiased advice and products, she decided to found her own firm (K&K Financial Group) that would allow her to focus more on client education and becoming a life style advisor. She has been an independent financial advisor for LPL Financial for 6 years and has joined Cetera Financial Specialists in June, 2013..
 
Kandice received her degree in finance and minor in economics at Jacksonville State University. Through Cetera Financial Specialists she holds her series 6 registration, (general securities) series 63 (state registration) series 26 (Principle registration). She also holds a life insurance, disability insurance, long-term care insurance and Variable Annuity license.
 
Kandice has also been recognized by NAPW professional women of the year, being named Woman of the Year 2011. She has been recognized by Who’s Who among Business Women of America. K & K Financial Group was recognized as small business of the year 2010 by Gadsden City Chamber of Commerce and is a member of the Better Business Bureau. Kandice was a long time member in the PFS women’s council, where she held a board position. She is also recognized by some of the top investment companies. She is one of Jackson National Star Council Producers, she serves on Masters Council at Prudential Annuities, Advisor Council with Fidelity Investments, Directors Club for LPL Financial for outstanding client service and is recognized as a Premier Club Partner with Metlife.
 
Kandice and her twin girls Kirsi and Kinsley reside in Southside Alabama, where they are very active in their community. Kandice serves in United Way, Hospice of Alabama and teaches aerobics and spinning part time at Health Connections in Boaz Alabama.