Geoffrey joined the financial services industry in 1994 and founded The King Financial Group shortly thereafter, in 1995.  He has been committed to providing personalized wealth management solutions to his clients for over two decades.  Throughout this time, Geoffrey has had what he calls ‘a front row seat’ in witnessing the impacts of providing quality advice based on a true  understanding of each client’s unique needs.

Education & Credentials

Geoffrey understands it is critical to continue learning and to be open-minded.  Although his 25+ years of experience has been his best teacher, active involvement in the Orange County Financial Planning Association helps keep him current on the latest investment planning strategies, investment solutions, industry regulations and trends.  As a result of Geoffrey’s commitment to his profession and his clients, he has earned the following professional designations: CERTIFIED FINANCIAL PLANNERTM, CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant) and CMFC® (Chartered Mutual Fund Counselorsm) 

Geoffrey graduated from Merrimack College in North Andover, MA with a degree in Finance. 

CA Insurance License 0B55662. Resident State CA.

Learn More About Geoff

Brian is a Financial Advisor with the King Financial Group where he thoroughly enjoys applying his 25+ years of experience in the financial services industry to improve the lives of our clients. 

Brian has been instrumental in managing the investment and insurance strategies used to help our clients plan, prepare and work to experience their uniquely defined financial success.  He also specializes in Alternative Investment Strategies and Captive Insurance Solutions. 

Brian holds the CRPC® (Chartered Retirement Planning Counselor) designation and is currently working on his CFA® (Certified Financial Analyst) and CIMA® (Certified Investment Management Analyst) designations.  Brian graduated from the University of California Los Angeles in Westwood, CA with a degree in Political Science.   

CA Insurance License 0D08576. Resident State CA.

Learn More About Brian

Megan is a Senior Registered Client Associate with the King Financial Group and has been on the team since 2009.  Megan runs the team operations and is instrumental in keeping our wealth management solutions methodically organized and updated for our clients.  She is also a master of coordinating key operations and ensuring an exceptional client experience.

CA Insurance License 0H40694. Resident State CA.

Learn More About Megan

Donavan is a Financial Consultant with the King Financial Group where he is responsible for research, portfolio management and investment strategy.  He works with the team to create investment plans and complete due diligence on upcoming strategies.

Donavan joined the financial services industry over 20 years ago and has earned the CERTIFIED FINANCIAL PLANNER™ designation. 

CA Insurance License 0C50026. Resident State CA.

Learn More About Donavan

Sandy is a Wealth Planning Consultant with the King Financial Group where she is responsible for managing the planning side of the business.  She works with the team to create and maintain the personal financial summaries and retirement plan analyses for each client in addition to coordinating with their CPA, attorney and any other strategic partner to ensure our planning takes a holistic approach. 

Sandy has earned the CERTIFIED FINANCIAL PLANNER™ and the Chartered SRI Counselor designations. Sandy also holds a Bachelor of Arts degree in Interpersonal Communication from the University of New Mexico in Albuquerque. 

CA Insurance License Number 0L95495. Resident of CA.

Learn More About Sandy

Brian is a Relationship Manager and joined the King Financial Group in 2022.  Brian has prior experience as a Financial Advisor with Prudential and is currently studying for the CERTIFIED FINANCIAL PLANNER™ designation.  He graduated from California Polytechnic State University, San Luis Obispo with a degree in Business Administration-Finance.  Brian is responsible for financial planning strategies, research, portfolio management and investment strategies for our team. 

CA Insurance License 4054001. Resident State CA.

Learn More About Beggs.

Jenn is a Client Associate and joined the King Financial Group, joining in 2015.  We are delighted with the energy and enthusiasm she puts into helping our clients every day.  Jenn handles the opening of new accounts, back office and client facing administration and is the first smiling face you will see upon entering our office.  Prior to working at Wells Fargo Advisors, Jenn worked at Parks, Recreation and Marine with the City of Long Beach for four years.  Jenn graduated from California State University, Long Beach in 2011 with a Bachelor’s degree in Liberal Studies with an emphasis in English.

Learn More About Jenn

Julie is our Client Associate and the newest member of the King Financial Group having joined us in the Fall of 2024.  Her extensive experience with operations and client experience in the hospitality and sales industries make her an excellent addition to our team.  Julie will work directly with Megan and collaboratively with all other team members to ensure we continue to provide an exceptional client experience.  Her professionalism, proactive nature, optimistic attitude and standards of excellence make her a perfect addition to the King Financial Group.

Learn More About Julie.