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Kevin Kurimoto

Cio, Partner, Financial Advisor, CFA, Certified Financial Planner(TM)

K2 Financial Partners

United States, California, San Dimas

About Me

For a long time, even back in my undergrad years, I have always been drawn to finance and investments. On the investment side, pouring through 10Ks is like being a financial detective. You only have a limited amount of information, and from that information you construct the full story of what is occurring at the firm level. I enjoy both the research side and the client connection. To me, financial planning is about helping clients put together the pieces of their own, unique financial puzzle. Now that I have young children, I have realized that the hardest part of putting together a puzzle is finding all the pieces! If I am doing my job correctly, I get to connect with cli

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Profile Information

Cio, Partner, Financial Advisor, CFA, Certified Financial Planner(TM)

K2 Financial Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Dimas

California

United States

Aug 15, 2024

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