We strive to provide tailored financial advice for each of our clients and their unique financial challenges and goals.

Our team of advisors are qualified to help you evaluate your retirement needs, create a plan to help reach your goals and help you stay on track to achieve them. We operate as independent financial advisors, which gives us the freedom to run our business how we believe it will best serve our clients. As independents, this provides the flexibility and autonomy to place our clients interests first in and act in a fiduciary capacity.

K2 Directors

Allison Kapadia

Managing Director, Financial Advisor

(909) 394-7678

(909) 394-7681

Allison@k2financialpartners.com

Travis Bettfreund

Director of Advisors, Financial Advisor

(909) 394-7678

(909) 394-7681

Travis@k2financialpartners.com

K2 Advisors

Kevin Kurimoto, CFA, CFP^®, MS

Financial Advisor, Partner

(909) 394-7678

(909) 394-7681

Kevin@k2financialpartners.com

Jonathan Krellwitz, CFP^®

Financial Advisor, Partner

(909) 394-7678

(909) 394-7681

Jon@k2financialpartners.com

Matt Phillips, CFP^®

Financial Advisor

(909) 394-7678

(909) 394-7681

Matt@k2financialpartners.com

Rene Rodriguez

Financial Advisor

(909) 394-7678

(909) 394-7681

Rene@k2financialpartners.com

Omar Velasco

Financial Advisor

(909) 394-7678

(909) 394-7681

Omar@K2FinancialPartners.com

Matthew Formes

Registered Representative

(909) 394-7678

(909) 394-7681

Mformes@k2financialpartners.com

K2 Admin

Miranda Sanchez

Client Service Associate

(909) 394-7678

(909) 394-7681

Miranda@k2financialpartners.com

Kyle Douthit

Client Service Associate

(909) 394-7678

(909) 394-7681

Kyle@K2FinancialPartners.com

Lincoln Investment Independent Advisors

Al Gofran, CPFA

Financial Advisor

909-912-0143

Agofran@lincolninvestment.com

Keith Schoenheit

Financial Advisor

(909) 599-3614

(909) 971-0454

kschoenheit@legendequities.com

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