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

Additional Information

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

3131 Camino Del Rio N Ste 1550 San Diego, CA 92108-5743 Phone: (619) 814-4100