Broker Check

(909) 394-7678


 

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

Allison Kapadia

Managing Director, Financial Advisor

(909) 394-7678

(909) 394-7681

Nick Colletta

Nick Colletta, CFA, CAIA

Chief Investment Officer

(909) 394-7678

(909) 394-7681

Travis Bettfreund

Travis Bettfreund

Director of Advisors, Financial Advisor

(909) 394-7678

(909) 394-7681

K2 Advisors

Jonathan Krellwitz

Jonathan Krellwitz, CFP®

Financial Advisor, Partner

(909) 394-7678

(909) 394-7681

Kevin Kurimoto

Kevin Kurimoto, CFA, CFP®, MS

Financial Advisor, Partner

(909) 394-7678

(909) 394-7681

Matt Phillips

Matt Phillips, CFP®

Financial Advisor

(909) 394-7678

(909) 394-7681

Rene Rodriguez

Rene Rodriguez

Financial Advisor

(909) 394-7678

(909) 394-7681

Omar Velasco

Omar Velasco

Financial Advisor

(909) 394-7678

(909) 394-7681

Matthew Formes

Matthew Formes

Registered Representative

(909) 394-7678

(909) 394-7681

K2 Admin

Miranda Sanchez

Miranda Sanchez

Client Service Associate

(909) 394-7678

(909) 394-7681

Kyle Douthit

Kyle Douthit

Client Service Associate

(909) 394-7678

(909) 394-7681

Lincoln Investment Independent Advisors

Al Gofran

Al Gofran, CPFA

Financial Advisor

909-912-0143

Keith Schoenheit

Keith Schoenheit

Financial Advisor

(909) 599-3614

(909) 971-0454

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