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- 2026; (2024 – 2026) The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production based from the previous year and professionalism. (2007-2023) The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

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 CERTIFIED FINANCIAL PLANNER® certification and the professional designations of CLU® (Chartered Life Underwriter®), ChFC® (Chartered Financial Consultant®) and CMFC® (Chartered Mutual Fund Counselorsm). 

CA Insurance License 0B55662. Resident State CA.

Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.

 

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 Counselorsm).

CA Insurance License 0D08576. Resident State CA.


Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.

 

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 helping ensure 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 FINRA 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.

 

Donavan joined the King Financial Group in 2017 as a Financial Consultant. Prior to joining the King Financial 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, holds both the Series 7 and Series 66 securities registration and insurance licensed and holds a CERTIFIED FINANCIAL PLANNER® certification.

CA Insurance License 0C50026. Resident State CA.

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 help ensure our planning takes a holistic approach.

Sandy has earned the CERTIFIED FINANCIAL PLANNER® certification 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.

Brian is a Financial Consultant and joined the King Financial Group in 2022. Brian has prior experience as a Financial Advisor with Prudential. He graduated from California Polytechnic State University, San Luis Obispo with a degree in Business Administration-Finance. Brian is responsible for wealth planning strategies, research, portfolio management and investment strategies for our team. 

CA Insurance License 4054001. Resident State CA.

Julie Junkins joined Wells Fargo Advisors and the King Financial Group in 2024 as a Client Associate. Julie works directly with Megan and collaboratively with all other team members to ensure we continue to provide an exceptional client experience