K2 Financial Partners Employee Directory
Financial ServicesCalifornia, United States2-10 Employees
K2 Financial Partners is a financial services firm based in Glendora, California, that provides individualized guidance for clients navigating retirement planning and other financial goals. As independent advisors, the firm maintains autonomy to prioritize clients' interests and operates in a fiduciary capacity. Advisory services are offered through K2 Financial Inc. or Lincoln Investment, both registered investment advisers, with securities distributed by Lincoln Investment. Tax services are not offered through or supervised by the Lincoln Investment Companies. In July 2023, Kevin Leach was appointed senior vice president and founder of K2 Financial’s U.S. operation.