Hillel Katzeff (BA, CFP, MBA)

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

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

Planning Specialties

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.

Additional Information

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.”

 

Hillel is a Life Planner with HK Financial which is registered with the California Department of Corporations 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. Hillel has developed proprietary financial planning software to help his clients achieve their goals with simple, clear and easy-to-understand reports.

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