- KPP In the News
- OC Metro Business…
You Can Make It Through The Recession - Not Born Yesterday …
Will You Outlive Your Money? - Newport News …
Making Money In A Recession - Making Sense of Annuities
- Do Americans Save Too Much
- Coto de Caza News …
Cost Of Living After 50 - San Clemente News…
Supercharge Your Retirement Planning - Internet Fraud Checklist
We Go Where You Go
KPP Financial is a Registered Investment Advisor with a common-sense approach to successful investing, viewing clients as partners, not just investors. With over 60 years of combined trading and money management experience in both domestic and foreign markets, KPP Financial works every day to earn investor trust by offering a variety of investment programs tailored to meet the financial goals of each client. The principals of KPP Financial, Jerry Klein and Steve Peasley, believe in “parallel investing” which means they invest their own personal assets in the exact same programs as their clients, thereby “putting their money where their advice is”. This unique approach to investing is what sets KPP Financial a cut above other investment advisors.
How We Work
KPP Financial is a registered investment advisor. We are not stockbrokers, nor commissioned to sell you investment products. We will never encourage you to invest in a high-commission annuity for your IRA or call you at the office with the stock recommendation of the day. We do not chase after hot IPO’s, story stocks, or takeover rumors. Period. What we will do is buy and sell securities and funds in our managed accounts based upon a no nonsense, “common sense approach” that we believe is the essence of continued financial success.
Our Tool Kit for Success
KPP Financial manages its clients’ portfolios by employing the most advanced tools and technology available today. Our most significant tool is our knowledge advantage—having over 60 years of combined trading and money management experience. Combine that experience with our practice of “parallel investing“—exposing our assets along with our clients’—creates what we consider an overriding obligation for KPP to produce superior results while at the same time managing the “risk” in each and every program.
At KPP Financial, we acknowledge that the stock market is the universe in which we live, but our success is not measured by how the sun rises and sets on the market. Rather, it is a measure of how skillful we are at identifying brighter stars on the horizon, making sure you see them too – before anyone else.
