K2 Financial Partners

Financial Services • Glendora, California, United States • 1-10 Employees

Company overview

Headquarters	233 S Glendora Ave, Glendora, California 91741, US
Phone number	+16265536113
Website	k2financialpartners.com
NAICS	52
SIC	628
Keywords	Investments, Employee Benefits, College Planning, Retirement Planning, Financial Planning, Professional Portfolio Management
Founded	1996
Employees	1-10
Socials

Key Contacts at K2 Financial Partners

Travis Bettfreund

Director Of Advisors

Allison Kapadia

Managing Director

K2 Financial Partners Email Formats

K2 Financial Partners uses 2 email formats. The most common is {first initial} (e.g., j@k2financialpartners.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}	j@k2financialpartners.com	83.3%
{first name}	john@k2financialpartners.com	16.7%

About K2 Financial Partners

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. Advisory services offered through K2 Financial Inc. or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Tax services are not offered through, or supervised by, The Lincoln Investment Companies. K2 Financial Partners and K2 Financial Inc. and the above firm are independent and non-affiliated.

K2 Financial Partners revenue & valuation

Annual revenue	$769,995
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,500,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

K2 Financial Partners has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

K2 Financial Partners has never raised funding before.

K2 Financial Partners Tech Stack

Discover the technologies and tools that power K2 Financial Partners's digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Cloudflare Bot Management

Security

Google Maps

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Google Analytics

Analytics

Bootstrap

UI frameworks

Frequently asked questions

K2 Financial Partners is located in Glendora, California, US.

You can reach K2 Financial Partners at +16265536113.

K2 Financial Partners was founded in 1996, making it 30 years old. The company has established itself as a significant player in its industry over this time.

K2 Financial Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at K2 Financial Partners

Travis Bettfreund

Director Of Advisors

Allison Kapadia

Managing Director

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