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Welcome to KandG Logo Financial

KandG Logo Financial Group is an independent comprehensive wealth planning company dedicated to helping our clients improve their current and long term financial situation.  Being an independent firm allows us the unique opportunity to provide unbiased financial advice without the myriad conflicts that are so common throughout the financial services industries.

Our Company

K & G Financial was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most comprehensive and personal service available and we are committed to being a leader in the financial services industry.

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Our Services

We provide services in the following areas:  401k & Retirement Plans, Financial Plans, Investments, Cash Management, Insurance & Annuities and Business Solutions.


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Meet Our Team

FERNANDO GONZALEZ, CRPC® - Managing Partner
ERIC A. KAPLAN, CDFA® - Managing Partner 
TERESA SAFRAN - Financial Services Manager
RICK GAINES - Managing Principal
IVETTE MCCARTNEY - Operations Manager

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