Meet the Team

Kate King, CFP®
Owner/Founder of The KFK Group

Certified Financial PlannerTM 
Registered Securities Principal

Phone: (949) 262-3213
Fax: (949) 271-5090
Email:
kate@thekfkgroup.com

Kate King has spent the last 17 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 graduated with a B.S. in Environmental Economics with a Minor in Statistics and English from the University of California at Berkeley.  She then worked as an Analyst at Sun Microsystems in their headquarters in Silicon Valley.  Kate spent eight years as a successful Wealth Advisor for Morgan Stanley before opening her own firm, The KFK Group, in the beginning of 2010. 
Kate is a Certified Financial PlannerTM and has series 7, 24, and 66 securities licenses along with her Life Insurance license (CA Insurance #0E07803).  She is securities registered in Alabama, California,  Massachusetts, Montana, North Carolina, Oregon, Virginia, and Washington.  Licenses in additional states can/will be obtained as needed.
Kate believes in a straight-forward and transparent way of investing her client's money while preserving and growing the wealth that they have worked so hard to build.
Kate lives in Irvine with her husband, Paul, their three children, their dog, Chilly Bean and their tortoise, Lamborghini.

William M. Waltz
Registered Representative 

Phone: (714) 363-3836
Email:
wwaltz@cfiemail.com

Bill Waltz has 43 years of experience in the Financial Services industry. Bill's area of expertise is in distribution strategies for pre- and post-retirement professionals. He has a mastery of current investment strategies to create predictable streams of retirement income. Bill helps to bring peace of mind to investors with regards to building a plan to insure that our clients do not outlive their hard-earned assets.

Bill has his Series 6, 7, 66 and Life Insurance license. He is securities registered in the states of Arizona, California, Colorado, Nevada, New Mexico, and Texas.  He graduated with a B.A. in Political Science from the State University of New York, Fredonia.

Bill lives in Orange County with his wife, Irmagaard, and his two dogs. He enjoys spending time with his three children and his wonderful grandchildren who all live nearby.

 


Megan Singer
Client Services Specialist

Phone: (949) 262-3213

Fax: (949) 271-5090

Email: megan@thekfkgroup.com

 

Megan is our Client Service Specialist and has over 8 years of customer service experience. Megan takes great pride in her listening skills and her extreme focus on client needs. She thrives in our busy environment and truly enjoys spending time with our clients. Megan brings enhanced customer service skills and extraordinary organization to our office. She is here to assist you with any account-related inquiries or general questions that you may have.

 

Megan has a B.A. in Communications from California State University of Fullerton. Megan lives in Mission Viejo with her husband, Mike, their son Levi and dog Rascal.