Wealth Management
& Financial Advisory Services

Financial advisor, retirement planning, investments, and real estate lending

EXPERIENCED

King Harbor is a boutique wealth management business. We are a South Bay based financial advisor with wealth management offices in Redondo Beach and Palos Verdes. Our principal has over 20 years of institutional investment experience.

We cater to those seeking a long-term relationship and who value expertise with a disciplined, conservative approach to investing.

Reliable & Straightforward

We help you make sense of a complex financial world.

Trust

We differ from many financial advisors in Los Angeles by offering our clients 20 years of institutional investment experience with an unblemished regulatory record.

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Process

We have a proven process to help you achieve financial success and security.

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OUR SERVICES

Investment Management
WEALTH MANAGEMENT & FINANCIAL PLANNING

Wealth management services is a consultative process of helping you pursue your wealth management goals through careful advice and prudent risk management.

Estate Planning
TRUST LENDING

Beneficiaries of a family home located in California can save thousands of dollars in future taxes with a trust loan.

Retirement Planning
RETIREMENT PLANNING

A personalized retirement plan that allows you to retire on your own terms.

Tax Planning
TAX PLANNING

We provide strategic tax planning advice for reducing taxes, charitable giving, gift planning, business succession, and other topics.

401k Recommendations
401k RECOMMENDATIONS

We specialize in creating well-diversified, low-cost portfolios that will help you meet your retirement needs.

ESTATE PLANNING

Our extended network of estate and tax attorneys navigate the complex maze of estate planning to ensure your wealth is preserved from one generation to the next.

Wills, Health Proxies and Power of Attorney
WILLS, HEALTH PROXIES AND POWER OF ATTORNEY

An investment plan is not complete without designating a person to manage your affairs should you become incapacitated.

College Savings
COLLEGE SAVINGS

We show you how to save for your children’s or grandchildren’s college education while potentially saving on taxes.