Company Information

Get to know KPP Financial

KPP Financial is an independent registered investment advisor (RIA) firm based in Pasadena, California. Founded on the principles of "independent thinking and shared success," the company provides fee-only portfolio management services and comprehensive financial planning to its clients. KPP Financial is closely associated with the popular and long-running "InvestTalk" podcast, hosted by principals Justin Klein and Steve Peasley, which aims to educate listeners on financial markets and investment strategies. The firm's mission is to help clients achieve their financial goals through a disciplined, value-oriented investment philosophy.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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KPP Financial

United States

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.