Date(s) - December 6, 2023
7:30 am - 9:00 am
Hear how FPA East Bay Past President, and J.P. King & Associates Founder, continues to build a Lasting Legacy…
How one of the East Bay’s most successful advisors continues to Make a Difference & Cement Client Relationships that last a lifetime
Featuring Speaker and Panel Moderator:
James P. King, CFP®
Jim King founded a firm with a rich heritage in September, 1981.When the firm registered as an Investment Advisor with the SEC in 1982, it was one of only a handful of such firms in the S.F. Bay Area.
Today, Jim King is officially retired but his legacy lives on through the firm that bears his name, J.P. King Advisors, Inc. and in the work he is doing with Impact Investing.
Jim will share how he continues to build his legacy an impact on clients’ lives through Impact Investing along with an incredible panel of accomplished professionals.
The FPA East Bay Board of Directors is confident you will be inspired by J.P. King Advisors, Inc. founder Jim King.
Many of our clients embrace the idea of making investments that can have a positive effect. Over the past decade, “Impact Investing” has become both popular and more accessible. Retired financial advisor Jim King has been involved with impact investing in the East Bay and he will share his firsthand experience with FPA East Bay. Jim will moderate a panel including an investor (John Gough with ICA) and two local business owners. You’ll get to learn from their experiences together. This is an offering that will truly differentiate you from the crowd and cement client relationships.