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
SENIOR FINANCIAL ADVISOR
(844) 419-9383
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...
Myra Smith
DIRECTOR OF OPERATIONS
(844) 419-9383
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...
Tanner Kennedy
CLIENT SERVICES ASSOCIATE
844-419-9383
As a Client Service Associate, Tanner provides clients with comprehensive service by assisting with their account management needs, working with wealth managers, preparing reporting materials, executing requests for capital, and...
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.