Broker Check

At our firm, we have the client—and only the client—in mind.

  1. We are committed to educating our community on the principles of money and building wealth. Nothing makes us happier than seeing you live out your dreams and goals.
  2. We have carefully assembled and trained a team whose sole purpose is to make your experience both rewarding as well as educational.
  3. By educating our clients, they are able to make more informed decisions that affect their financial needs.
  4. Our objective is to see you pursue your goals and live out your dream.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Kandice Gupta

President

(256) 413-9000

(256) 413-9002

kandice.gupta@ceterafs.com

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...
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Myra Smith

Office Manager

(256) 413-9001

(256) 413-9002

Myra.Smith@ceterafs.com

Myra has been with K & K Financial Group since 2008, she is the operations manager. She directs, manages and coordinates all programs and services with K & K Financial Group. She specializes in client services addressing all thier...

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Donna Cooney

Assistant Office Manager

(256) 413-9000

(256) 413-9002

donna.cooney@ceterafs.com

Donna serves as the Assistant Office Manager. She grew up in Gadsden, Alabama and has experience in the business and financial field. She is a U S Army Veteran who lived in Germany. Donna worked at American Express Bank for several...
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Denise Green

Office Assistant

(256) 413-9000

(256) 413-9002

Denise is the newest member of K and K Financial Group. She began her journey her with us in December of 2017. Denise oversees the marketing and seminar events at K&K Financial Group; she also assists with one on one client needs in...
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Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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