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 in Redondo Beach. 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.
OUR SERVICES
![king-harbor-investmnt-management Investment Management](https://01c5ca.a2cdn1.secureserver.net/wp-content/uploads/2015/12/king-harbor-investmnt-management.jpg)
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.
![king-harbor-estate-planning Estate Planning](https://01c5ca.a2cdn1.secureserver.net/wp-content/uploads/2015/12/king-harbor-estate-planning.jpg)
TRUST LENDING
Beneficiaries of a family home located in California can save thousands of dollars in future taxes with a trust loan.
![icon-private-lending](https://01c5ca.a2cdn1.secureserver.net/wp-content/uploads/2021/09/icon-private-lending.png)
PRIVATE LENDING
Providing short-term loans (bridge or hard money loans) secured by real estate.
![king-harbor-retirement-planning Retirement Planning](https://01c5ca.a2cdn1.secureserver.net/wp-content/uploads/2015/12/king-harbor-retirement-planning.jpg)
RETIREMENT PLANNING
A personalized retirement plan that allows you to retire on your own terms.
![king-harbor-tax-planning Tax Planning](https://01c5ca.a2cdn1.secureserver.net/wp-content/uploads/2015/12/king-harbor-tax-planning.jpg)
TAX PLANNING
We provide strategic tax planning advice for reducing taxes, charitable giving, gift planning, business succession, and other topics.
![king-harbor-401k-recommendations 401k Recommendations](https://01c5ca.a2cdn1.secureserver.net/wp-content/uploads/2015/12/king-harbor-401k-recommendations.jpg)
401k RECOMMENDATIONS
We specialize in creating well-diversified, low-cost portfolios that will help you meet your retirement needs.
![icon-estte-planning](https://01c5ca.a2cdn1.secureserver.net/wp-content/uploads/2021/06/icon-estte-planning.png)
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.
![king-harbor-wills-proxies-poa Wills, Health Proxies and Power of Attorney](https://01c5ca.a2cdn1.secureserver.net/wp-content/uploads/2015/12/king-harbor-wills-proxies-poa.png)
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.
![king-harbor-college-savings College Savings](https://01c5ca.a2cdn1.secureserver.net/wp-content/uploads/2015/12/king-harbor-college-savings.jpg)
COLLEGE SAVINGS
We show you how to save for your children’s or grandchildren’s college education while potentially saving on taxes.