KDM Financial & Estate Planning is a California-based financial services firm founded by Kurt D. Malkin. The company specializes in creating and implementing retirement strategies, focusing on investment management, tax minimization, and legacy planning. Operating as a fiduciary, their mission is to act in their clients' best interests by offering a "Personalized CFO Approach" to manage all aspects of their financial lives, helping them prepare for a more confident and secure future.

Founded in

Australia