Meet the Team

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

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

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 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 Planner and holds her series 7, 24, 31 and 66 licenses along with the Managed Futures license and her Life Insurance license.  She is registered in the states of California, Georgia, Missouri, Montana, New Jersey, New York, 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, and their two children.

Jason Owyang, CFP®
Certified Financial Planner

Phone: (949) 330-6030
Fax: (949) 330-6031
Email: jason@kairosmail.com

Jason helps individuals, families and small business reach their financial goals and dreams by walking with them through the financial planning process. Jason began as a Financial Advisor at Morgan Stanley in 2003 and earned his Certified Financial Planner designation in 2007. Prior to Morgan Stanley, he worked in the streaming media, cloud computing and CDN space for SBC Communciations (acquired by AT&T) and Akamai Technologies.
 
Jason received his Bachelor of Arts from the University of California at San Diego.
 
Jason has been happily married to his bride, Joanne, for ten years, and they have two sons, Luke and Nathaniel.

Nicole Daugherty
Client Services

Phone: (949) 262-3213

Nicole has been working as an Administrative Assistant and Client Services Specialist for over four years. She enjoys speaking with clients on the phone and when she is not doing that, she is busy planning her wedding which will take place this year. Nicole lives in Costa Mesa and enjoys all things cooking related.