King Wealth Planning, Inc.

★★★★★5.0 (1) Financial Services San Jose

Business details

Category
Financial Services · Financial planner
Address
3190 S Bascom Ave #230, San Jose, CA 95124
Phone
(408) 879-0789
Website
kingwealth.com
County
Santa Clara County

Hours

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–2 PM
  • Saturday: Closed
  • Sunday: Closed

About

King Wealth Planning, Inc. brings professional financial planning and wealth management advice to San Jose and the South Bay. Our team works with individuals and families who want a clear, well-managed path toward their financial goals.

We take the time to understand each client's situation and build plans around their priorities, whether that means growing savings, managing investments, or preparing for the future. Our clients consistently tell us they value the depth of our expertise and the care we bring to every recommendation.

We believe in fair, transparent pricing, so you can focus on your goals instead of worrying about fees.

Visit our website to learn more about how we can help you plan with confidence, or stop by to start the conversation.