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Rene Rodriguez
Business Name:
K2 Financial Partners
Business Description:
At K2 Financial Partners, our goal is to provide investment, retirement advise and comprehensive financial planning. We strive to provide tailored financial advise for each client and their unique financial challenges and goals. Our team of advisors are qualified to help you evaluate your retirement needs and create a plan to help reach your goals and help you stay on track to achieve them.
Our Mission
To simplify the retirement process by guiding clients in the continuous pursuit of their financial goals, dreams and aspirations through trust-centered counsel, education and services.
Advisory services offered through K2 Financial Inc. or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. K2 Financial Partners and K2 Financial Inc. and the above firm are independent and non-affiliated.
Contact Information
Phone
909.394.7678
Website
Credentials
- California Insurance Producer License #: 0H03053
- Financial Advisor - Series 6, 63 and 65
Experience
- Life Insurance licensed since 2010.
- California State Notary since 2000
- With K2 Financial since 2012