Kenneth Beber- Financial Advisor Frisco, TX

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About Kenneth Beber

I have been an Independent Financial Service Representative since 2000, and have been involved in business management and finances for over 20 years. As any independent advisor, I specialize in working with individuals and small businesses to provide solutions that help his clients to reach their financial goals.

While some financial advisors focus on selling products, I focus on solutions, specifically customizing plans to suit my clients' individual needs. I educate clients to lessen their worries and to help them make more informed financial decisions, by offering a professional, independent and unbiased viewpoint.

I focus on helping a select group of high net worth individuals and retirees to manage all aspects of their financial lives from investment strategies, retirement planning, estate planning issues, risk management and retirement income distribution.

Registered Representative offering securities and advisory services through Independent Financial Group LLC, a registered broker-dealer and investment adviser. Member FINRA & SIPC.

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General Information

Firm Start Year

2000

No. of Employees

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

Associate in Business Administration - Business Administration

Chaffey College
January 1994 -June 1995

Bachelor of Business Administration - Business Administration

California State University-San Bernardino
1996 -1998

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1859333/paladinregistry-Peak-Financial,-Inc.-detailed-disclosure.html

Disclaimer

Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. OSJ Branch: 12636 High Bluff Drive Suite 100, San Diego, CA 92130. Peak Financial Inc. and IFG are unaffiliated entities.

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Kenneth Beber

Peak Financial, Inc.