About HK Financial
Our firm provides a broad spectrum of financial advisory services to empower individuals and families to attain financial and life goals. We do this by utilizing strategies designed to manage, protect and grow personal wealth from generation to generation, with experienced and highly personalized advice.
For most people, managing their finances can be an overwhelming task. Many times these tasks are compartmentalized and monitored by other advisors while clients are left to oversee the big picture. Our firm fills this role. However, we do not replace other highly valued professionals – rather, we work in concert with your team to organize the efforts of all parties.
It is our belief that a holistic financial plan is most effective if coordinated with other advisers.
A team of advisers with the clients best interest at heart is more likely to result in a better outcome.
Hillel Katzeff MBA, CFP®
Hillel formed HK Financial, Inc. with the message to clients:
“Envision your Life and Legacy. Align and Live your Vision. We’re here to help.”
Muhlenberg College (Allentown, Pennsylvania)
Master of Business Administration (MBA)
Lubin Graduate School of Business Pace University (New York City)
30 years of experience in the financial services industry including due diligence officer in New York City.
Certified Financial Planner™ professional, San Diego, California
Hillel is a Life Planner with HK Financial which is registered with the California Department of Financial Protection and Innovation as a Registered Investment Adviser to offer consulting services on a fee-only basis. He is a former President of the San Diego Financial Planning Association and a member of the San Diego Estate Planning Council. He also founded Our Little Blue Box.
Podcast Interview on XYPN Radio
I invite you to listen to this podcast. You’ll get a better understanding of how I got started, my passion for working with clients and developing relationships, OurLittleBlueBox.org and more. Hope you enjoy.
Philosophy and Vision
Over the years, we have worked hard to build an environment that is both flexible and comfortable for our clients while maintaining a high priority on the details.
We offer a highly personalized approach, which allows our clients to look to us for much more than investment advice. They rely on us to be their counselor, business advisor, investment manager, and friend.
HK Financial supports this vision by empowering individuals and families to attain financial and life goals. We do this by utilizing strategies designed to manage, protect and grow personal wealth from generation to generation, with experienced and highly personalized advice.
Community and Giving Back
We are involved in trying to make a difference in our community. While we actively support many organizations, the following are the ones most meaningful to us.