Hillel Katzeff (BA, CFP, MBA)

Hillel Katzeff focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Charitable Giving
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

HK Financial is dedicated to helping professional engineers and their families to achieve their financial goals in a non-linear world.

Hillel Katzeff is a CERTIFIED FINANCIAL PLANNER Professional, a member of the National Association of Personal Financial Advisors, a member of the Financial Planning Association (San Diego Chapter) and a member of the XY Planning Network.

Additional Information

“Envision your Life and Legacy. Align and Live your Vision. We’re here to help.”

Hillel Katzeff, MBA, CFP is a Cardiff-by-the-sea, CA fiduciary financial planner and investment advisor.  HK Financial provides a broad spectrum of financial advisory services to empower individuals and families to attain financial and life goals. We do this by offering comprehensive financial planning, retirement planning and investment advisory services.  We use strategies designed to manage, protect, and grow personal wealth from generation to generation.  

NAPFA Start Date

October 09, 2017

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This Office

1315 Belleview Ave Cardiff By The Sea, CA 92007-2437 Phone: (858) 550-0425