KFK News & Recent Events

 

October 2017: The KFK Group supports WHW at its annual employment breakfast.

WHW is a non-profit organization that helps unemployed men and women obtain the skills and resources they need to get and keep a good job.






 


February 2017: The KFK Group proudly sponsors and supports Northwood LIttle League Baseball.

We love Little League Baseball almost as much as we love financial planning!






 


January 2017: The KFK Group attends the Centaurus Financial, Inc. Leaders Conference in Arizona





 


April 2016: The KFK Group Sponsors WHW's "Employment and Beyond" Luncheon.

The KFK Group is proud to sponsor WHW's annual employment luncheon.  WHW has helped over 80,000 job seekers since 1993, and over 90 cents of every dollar donated goes directly to client programs.  Please see www.whw.org for more information.

 

 


 


February 2016:  The KFK Group hosted an important event to address recent market volatility. We are committed to a focus on strategies that will help to preserve your hard-earned assets if we experience a downward trend in the market. Please contact us if you are interested in learning about our strategies to lock in the earnings we have experienced over the last six to seven years.

 

 

 

 

 

 

 

 

 

 


May 2015:  The KFK Group is awarded "Best For College Planning Strategies - California" by Wealth and Finance International.


March 2015:  The KFK Group is named one of the 2015 "Five Star Wealth Managers" as published in Orange Coast magazine.


May - June 2014: Suits For A Cause - 2014!

Kate King is proud to join with Laurie Rowen, WHW Advisory Board member and owner of Montage Legal, to organize WHW's Suits For A Cause - 2014!

Kate serves on the Advisory Board of Directors for Women Helping Women/Men2Work (WHW,) an Orange County non-profit organization that provides services to low-income women, men and teens to help them attain and sustain employement. WHW assists participants with resume guidance, job placement workshops, interview preparation and a professional wardrobe.

The Southern CA Financial Services industry and legal community are joining together for "Suits For A Cause - 2014," a clothing drive supporting WHW. We are seeking financial services companies and law firms of all sizes to participate by holding a clothing drive during the month of June to collect men's and women's clothing.

Participants will be listed on WHW's website and will be invited to a lunch reception at WHW following the clothing drive.

Participation is easy and the community benefit is tremendous. Please contact Kate at kate@thekfkgroup.com if you would like to participate. 
 

 


April 2014: The KFK Group and Montage Legal Sponsor WHW's "Mission Possible" Luncheon.

The KFK Group is proud to sponsor WHW's Mission Possible Luncheon which will be held at the Island Hotel in Newport Beach on Saturday, April 26th at 11am. The spy-themed luncheon will feature a silent auction, gourmet lunch, elegant fashion show and "secret agent" surprises. If you are interested in attending this event, please contact Kate King of The KFK Group.

 

 


March 2014: The KFK Group is proud to announce that Kate King has joined the Advisory Board for Women Helping Women (WHW). (www.whw.org)

"I am thrilled to be joining the Advisory Board for WHW. I have admired the work they do in our community for many years and look forward to contributing to the success of this great organization. WHW provides an invaluable service of helping individuals obtain employment and assisting with their success and growth in their newfound jobs. I admire WHW for not just donating clothes and other necessary items. WHW goes farther and helps give people the tools to get back into the workforce and stay there. I look forward to contributing to WHW in a number of ways with an emphasis on assisting participants with budgeting and managing their income to better insure financial stability in the future."  

- Kate King               


August 2013: The KFK Group begins our workshop series to assist parents with naming permanent, legal guardians for their children for free with the help of local Trust Attorney Laura Meier, Esq. of the Meier Law Firm. 

Please contact us if you are interested in hosting a workshop at your school, place of worship, place of business, etc. 

 

 

 

 

 

 

 

 


 


February 2013: Kate King is nominated for the Orange County Business Journal Excellence in Entrepreneurship awards and featured in the OCBJ.

Excerpt from the Orange County Business Journal February 2013: Kate King has spent the last ten years dedicating herself to providing sound financial advice coupled with superior customer service. Kate believes strongly in managing risk and protecting against market downturns. Kate brings experience from a large financial services company to the small business setting ...


October 2012: The KFK Group attends the National Association of Women Business Owners (NAWBO) Orange County Annual Awards reception.

 

 

 

 

 

 


September 2012: Kate King joins the Board for the Hicks Canyon Elementary PTO as the Finance Secretary for 2012-2013.


 July 2012: Kate King and her husband, Paul, banter about the upcoming election and Occupy Wall Street with renowned political correspondent, Tucker Carlson.






 


July 2012: Kate King and Jason Owyang attend the Centaurus Financial National conference in San Diego. 

Over 250 Financial Advisors attended with over 100 different investment firms in attendance including mutual fund companies, oil and gas investment companies, real estate investment companies, life insurance and annuity companies and money management firms.


April 2012:  Kate King is named one of the 2012 "Orange County Select Wealth Managers" as published in Orange Coast magazine selected for highest in service and overall satisfaction. 


February 1, 2012: Kate King and Jason Owyang attend the Fidelity Capital Markekts Strategy luncheon, "Market Strategies for a Trading Range." 

Led by Paul De Moor, Vice President of Capital Markets Strategy at Fidelity.  Focus on income strategies and historical, technical framework as model for today's investment universe.


January 19th, 2012: Jason Owyang Attends the Eaton Vance "Tax Update" Conference


January 17th, 2012: Jason Owyang Attends the "Washington Policy Update" hosted by Andy Friedman


January 6th-10th, 2012: Kate King Attends the Centaurus Financial, Inc. Top Producer's Meeting in Hawaii


December 12th-13th, 2011: Kate King Attends the Griffin Capital Due Diligence Meeting 

Griffin Capital purchases single tenant, commercial properties with triple net, long term leases. Griffin Capital will also be taking over the management of the Grubb and Ellis Healthcare REIT in January 2012. 


December 2011: The KFK Group Adopts a Family for the Holidays  

The KFK Group adopted a local family from Long Beach consisting of a 24-year old single mother and her four children. 


December 2011: "Preserve Jewish Culture for Today and Tomorrow"

Kate King is published in the December 2011 issue of Orange County Jewish Life Magazine. View Article


December 2011: Kate King and Jason Owyang Attend the Jackson National Annuity Update Conference


December 6th, 2011: Jason Owyang Attends a Social Security Update Conference hosted by Blackrock


October 12-14th, 2011: Jason Owyang Attends the Centaurus Financial, Inc. Wealth Management Conference