Geoffrey advises individuals and their families, both locally and across the country, on investment planning issues relating to Alternative Investment Strategies and Personalized Investment Planning. His work involves customized plan development in the areas of Portfolio Management, Retirement Planning, Estate Investment Planning and Insurance.

Geoffrey has over 25 years of financial and investment planning experience with the Boston Company, Prudential Ins., Prudential Preferred Financial Services, Prudential Securities, Wachovia Securities and Wells Fargo Advisors.

Geoffrey has received recognition for his accomplishments and has been a part of the Wells Fargo Advisors Platinum Council from 2007-current (2024); the Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measure by completion of education components, business production based on the past year, and professionalism.  Additional critera, best practices and team structure may be used to determine recipients.

Geoffrey graduated from Merrimack College, in North Andover, MA with a degree in Finance. He joined The Boston Company in 1992 and worked as a mutual fund custodian for two years. In 1995, Mr. King founded the King Financial Group. He is a Financial Advisor has earned the professional designations of CERTIFIED FINANCIAL PLANNER™, CLU^® (Chartered Life Underwriter^®), ChFC^® (Chartered Financial Consultant^®) and CMFC^® (Chartered Mutual Fund Counselor^sm). 

CA Insurance License 0B55662. Resident State CA.

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Brian joined Wells Fargo Advisors and the King Financial Group in 2000 and now works as a Financial Advisor. Brian is instrumental in setting our clients up with Captive Insurance strategies, both locally and across the country, and on investment planning issues relating to Alternative Investment Strategies and Personalized Investment Planning. He also aids Geoffrey in the areas of Portfolio Management, Retirement Planning, Estate Investment Planning and Insurance.

Brian has over 25 years of financial and investment planning experience with Prudential Insurance, Prudential Preferred Financial Services, Prudential Securities, Wachovia Securities, and Wells Fargo Advisors.

Brian graduated from the University of California Los Angeles (UCLA), in Westwood, CA with a degree in Political Science. After a successful career working with most of the major movie studios, TV, and film production companies in the field of post-production, he joined Prudential Insurance as a financial planner for high net worth clients within their Preferred Financial Services division. Brian continually strives to maintain high ethical standards. He is committed to enlarging his understanding of the ever changing world of investments, portfolio construction, and investment planning. He is a Financial Advisor and has received the professional designation of CRPC^® (Chartered Retirement Planning Counselor^sm).

CA Insurance License 0D08576. Resident State CA.

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Megan joined Wells Fargo Advisors and the King Financial Group in late 2009 as a Senior Registered Client Associate. Megan runs the team operations and is instrumental in keeping our wealth management solutions methodically organized and updated for our clients.  She is also a master of coordinating key operations and ensuring an exceptional client experience.

Prior to joining the King Financial Group, Megan worked as a Registered Client Associate for Morgan Stanley Smith Barney in Long Beach, CA for two years.

Megan graduated from the University of Kansas in Lawrence, KS with a degree in Social Welfare in 2005. In 2007, she graduated with a Master’s degree in Criminal Justice with an emphasis in gang prevention from California State University – Long Beach. Entering a tough job market, Megan accepted a job with Smith Barney in 2008 and hasn’t looked back. Acting as the King Financial Group's Notary Public, Megan is Series 7 and Series 66 registered and has her California Insurance License. Megan was the 2020 recipient of the Wells Fargo Advisors' Golden Spoke Award; the Golden Spoke award is given to team members for their service and commitment to the vision, values and goals of the Firm. 

CA Insurance License 0H40694. Resident State CA.

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Donavan joined the King Financial Group in 2017 as a Financial Consultant. Prior to joining the King Finanacial Group Donavan worked at Merrill Lynch and Morgan Stanley Smith Barney for over 20 years. He is responsible for portfolio management and investment strategy for the group and our clients. His work primarily involves reviewing and implementing of the group's various investment strategies utilized in customized plans for their clients.

Donavan studied economics at Chico State, is fully securities and insurance licensed and holds the elite designation of CERTIFIED FINANCIAL PLANNER™.

CA Insurance License 0C50026. Resident State CA.

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Sandy joined the King Financial Group in 2021 as a Wealth Planning Consultant with King Financial Group where she is responsible for managing the planning side of the business. She works with the team to create and maintain the personal financial summaries and retirement plan analyses for each client in addition to coordinating with their CPA, attorney and any other strategic partner to ensure our planning takes a holistic approach.

Sandy has earned the CERTIFIED FINANCIAL PLANNER™ and the Chartered SRI Counselor designations. Sandy also holds a Bachelor of Arts degree in Interpersonal Communication from the University of New Mexico in Albuquerque. 

CA Insurance License Number 0L95495. Resident of CA.

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Jennifer Drummond joined Wells Fargo Advisors and the King Financial Group in 2015 as a Client Associate. Jenn handles the opening of new accounts, back office and client facing administration and is the first smiling face you will see upon entering our office.

Prior to working at Wells Fargo Advisors, Jenn worked at Parks, Recreation and Marine with the City of Long Beach for four years.

Jenn graduated from California State University, Long Beach in 2011 with a Bachelor’s degree in Liberal Studies with an emphasis in English.

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