What departments does K2 Financial Partners have?

K2 Financial Partners has employees across 4 departments including Finance, Administrative, Support, Analytics.

What is the largest department at K2 Financial Partners?

The largest department at K2 Financial Partners is Finance with 2 employees.

Where are K2 Financial Partners employees located globally?

K2 Financial Partners has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has K2 Financial Partners's team size changed over time?

K2 Financial Partners's team has decreased from approximately 8 to 6 employees based on available data.

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.

K2 Financial Partners Global Highlights

North America
19

United States Of America
19

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

K2 Financial Partners's Leadership

D. S.
Owner
Mobile Phone
Email
J. K.
Managing Partner-K2 Financial Partners
Mobile Phone
Email
A. J. G.
Director
Mobile Phone
Email
N. C.
Director
Mobile Phone
Email
H. K.
Governor
Mobile Phone
Email
J. K.
Administrator
Mobile Phone
Email
K. D.
Client Service Associate
Mobile Phone
Email
M. F.
Registered Representative
Mobile Phone
Email

K2 Financial Partners Employee Metrics

100%

50%

0%

2026

2025

Banking
Other

Contact profiles from K2 Financial Partners

Name

Title

Contact

Location

Last Update

D. S.
Owner
Mobile Phone
Email
May 05, 2024
J. K.
Managing Partner-K2 Financial Partners
Mobile Phone
Email
Oct 26, 2023
A. J. G.
Director
Mobile Phone
Email
UNITED KINGDOM, Cambridgeshire
Apr 22, 2024
N. C.
Director
Mobile Phone
Email
Oct 17, 2024
H. K.
Governor
Mobile Phone
Email
Oct 23, 2024
J. K.
Administrator
Mobile Phone
Email
Oct 17, 2024
K. D.
Client Service Associate
Mobile Phone
Email
Oct 22, 2024
M. F.
Registered Representative
Mobile Phone
Email
Jun 08, 2026
N. C.
Analyst
Mobile Phone
Email
Jul 20, 2022

Frequently Asked Questions

What is K2 Financial Partners known for?

K2 Financial Partners was founded in 1996 and operates in the Financial Services industry. Explore K2 Financial Partners's company overview page for more information.

What is K2 Financial Partners's most common email format?

K2 Financial Partners employees' email format typically follows the pattern of First@k2financialpartners.com. Trying to find reliable and up-to-date employee contact data? Find more K2 Financial Partners email formats with LeadIQ.

How many employees does K2 Financial Partners have currently?

K2 Financial Partners has approximately 9 employees as of September 2026. These team members are located across 2 continents, including North America and Europe.

Who are K2 Financial Partners's key employees and leadership?

As of September 2026, K2 Financial Partners's key employees include:

Owner: D. S.
Managing Partner-K2 Financial Partners: J. K.
Director: A. J. G.
Director: N. C.
Governor: H. K.

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K2 Financial Partners Employee Directory

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