Who we are
The KFICO Group of companies is a comprehensive Financial Planning, Employee Benefits, and Insurance Solution Provider, since 1982.
The KFICO Group of companies is comprised of:
- KFICO, LLC a Registered Investment Advisor
- KFICO Insurance Solutions CA Lic #: 0B78747
We currently house five full-time associates and have an extensive team of field specialists. Our mission, for which we are most highly regarded, is to be the premier provider of financial concepts, services, and products in California, Nevada, Arizona and Texas.
It is instrumental to our success to cultivate and maintain long-term business relationships. We strive to offer the highest level of service.
We deliver on our commitments, so we can build strong relationships with our customers, achieve the optimal goals.
What we do
The KFICO Group of companies is a comprehensive Financial Planning, Employee Benefits, and Insurance Solution Provider – provides innovative solutions and high-quality service to individuals, families, business owners, Human Resources and professionals.
KFICO Insurance Solutions (CA LIC # 0B72747) is a leader in its field; keeping up to date with the changes in the marketplace and retaining cutting edge technology to make sure their clients stay up to date. KFICO Insurance Solutions provides following solutions:
- Employees Benefits
- Health, Dental, Vision & Short-Term Insurance
- Life Insurance
- Disability Insurance
- Long Term Care
KFICO, LLC Registered Investment Advisor firm provides investment advisory services to Business, Individuals and Trusts. The advice is based on the investor’s objectives, risk tolerance, time horizon and distribution strategies.
KFICO, LLC|Financia Inc. Insurance Services traces its roots back to 1982, when Bhoopi Kohli started into the insurance and financial services business. We, at KFICO|FIIS, are well known for our reputation and good standing within the community. Our focus continues to be high-quality service to individuals and their families, business owners, and professionals.
We currently house five full-time associates and have an extensive team of field specialists. Our mission, for which we are most highly regarded, is to be the premier provider of employee benefits, financial concepts, services, and products in California, Nevada, Arizona and Texas.
We at KFiCO believe in an ever growing team which adds vibrant ideas and a stream of enthusiasm and cutting edge technology to the organizations intellectual capital base.
Enthusiasm to work instills in the essence of KFiCO. The team members work with a winning sprit. To work is a culture that is being developed in the company by forming an organizational structure where the employees get growth opportunities.
Our Team Strengths are as follows:
- Business Ethics
- Good Relationship
Bhoopi Kohli, Founder|President
Bhoopi Kohli currently serves as President of KFiCO, LLC|Financia Inc. Bhoopi graduated from IIT, Kanpur, India in 1974. He earned the designation of Chartered Financial Consultant from American College, Bryn Mawr, PA. Bhoopi was recognized as “Entrepreneur of the year – 2003” by the Asian Business Association of Orange County. In 2009, he was honored as “Business Person of the year” by Orange County Presidents Council.
Since 1982, Bhoopi has dedicated his life to becoming an expert in Employee Benefits and Financial Services. His philosophy of putting the clients’ best interests first has earned him the trust and dedication that he has today. He currently lives in Southern California with his family.
Gene Heino, Principle Advisor
Gene Heino is an investment adviser representative (IAR) of KFICO, LLC. He has been a trusted advisor in the Insurance and Financial Services industry since the 1980s.
Gene is also the Founder and President of Gene Heino, Inc. He currently lives in Southern California with his wife, Jacquie.
Ravin Kohli, Principle
Ravin Kohli started in the Insurance and Benefits business from the time she could walk. She became a full-time associate of KFICO|Financia Inc in 2006, and has progressed to Principle the the time since.
She has been trained in the Financial Services field, but her passion has lead her to become an expert in the ever changing Employee Benefits and Healthcare Market.
Ravin is highly involved with numerous non-profit organizations, and is dedicated to her large and loving family in Southern California.