Grow. Protect. Preserve.

Helping you plan a bright future!

714.734.8899 | 800.966.7744

    Planning Futures


    Since 1982, we have helped create programs and portfolios to meet long-term financial goals. Have questions about planning for Retirement, Education funding or overall Wealth Management? One of our credentialed professionals would be glad to help. 

    Why Us?


     Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance. 

    Employee Benefits


    We start by going through your goals and comparing those with where you currently are. We then clarify our fee structure and explaining the different ways we can help. Then we recommend strategies that are designed to help recruit and retain your team.




    KFICO, LLC RIA is a Registered Investment Advisory firm.  The key aim of it's certified Principal Advisors is to Grow and Protect your investments, while helping you achieve your goals in a systematic manner. 

    KFICO 401 K


    KFICO 401K Specialists 

    KFICO Insurance Solutions


    KFICO Insurance Solutions is home to our Employee Benefits Division as well as IFP Health and Life Insurance Division.  Focusing on Comprehensive and Cost-Effective solutions for Businesses & Individuals.


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    Contact Us

    It is never too early to get started on planning for your future. Tell us more about your goals, and we will get you started on a plan to achieve them.


    2552 Walnut Avenue, Suite 140, Tustin, California 92780, United States

    714.734.8899 | 800.966.7744 | 714.734.8919 f


    Monday - Friday: 9am - 5pm

    Saturday - Sunday: By appointment