MKT Advisors LLC | Financial Advisor in Escondido ,CA

900 Canterbury Place
Suite 340
Escondido, CA 92025

About

After working for the largest brokerage firms in the country, the three founders of MKT Advisors LLC decided to start their own Registered Investment Advisory (RIA) firm. With over 60 years of combined experience in the financial services industry, we have the proven skills to deal with different market cycles, where investment discipline matters. We take pride in providing our clients personalized service and wealth management advice. We are located in the Escondido area of San Diego, California, but serve clients nation-wide. Our mission is to make you money and preserve it. Information is not advice. Our job is to understand what you need your money to do, understand the markets we are in, and make a reasonable return on your investment dollar. We do this by understanding you and applying our knowledge of the markets to help invest for your needs. We believe in thinking ?out of the box? and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

15 Years of Experience



General Information
Firm Start Year:   2012
No.of Employees:   2-4
Insurance License#:   0C57900
Name of Custodial Firm:   Charles Schwab
States Licensed in:   CA, others
Number of Years with Current Firm:   1


Qualifications & Memberships
Insurance and Annuity Licenses:   Variable Annuity , Life , Annuity , Long Term Care , Variable Life


Firm Information
Firm's Number of Clients:   300+
Assets Managed by Firm:   $200+ Million


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Compensation Methods:   Based on Assets


Board Positions
Organization:  Fellowship of Christian Athletes
Position :  Member -- North San Diego County Inland
Duration :  January 2012-Currently holding


Education
MBA  Marymount University - Arlington, VA
August 2006-August 2008

Business Admin  University of Southern California - Los Angeles, CA
August 1987-December 1991



FAQs

  • Do you have a customer satisfaction or refund policy? We are a fee only advisory firm. Fees are charged quarterly in advance. However, there is no requirement on your part to stay with us for any period of time. This is a competitive market place and if we can't meet your expectations, then we will reimburse fees pro-rata for the remainder of the quarter.
  • What are your qualifications? What is your education background? 15 years as a financial advisor. Certified Financial Planner since 2007. Degree in Business from the University of Southern California and an MBA from Marymount University in Arlington, VA.
  • What is your approach to financial planning? Though we go through the stages of planning, we do not believe in generating a financial document that sits on a shelf. Life is not a constant; life is variable. Plans will change over time, so any planning is goal oriented and flexible.
  • What services do you offer? Though we can and do provide life insurance, Long-term care, and annuities as appropriate, our focus is on investment advice. Whether you need help in developing a comprehensive plan or want to know where to invest a lump sum, we will talk about it, stratigize, and implement.
  • How many clients do you currently manage? Each advisor has between 75 and 150 clients.
see more
Kent Engdahl

Kent Engdahl

CERTIFIED FINANCIAL PLANNER™ Certificant

Biography


Kent graduated from the University of Southern California in 1992 with a degree in Business Administration. Serving our country as a Naval officer from 1992 to 1998 and earned an MBA from Marymount University. He has worked as a financial advisor since 1998 and received his Certified Financial Planner designation in 2007. Founder and owner of MKT Advisors LLC established in 2012. Currently lives with wife and four children in Escondido, CA.

see more

My Services


Financial Advice & Consulting

We ask lots of questions trying to figure out what you want, what you need, and what you expect. From there, we can craft strategies that will work for you.


Insurance Planning

Don't be limited to one carrier. We search for the best product for your situation. Solutions can be annuities (fixed, variable, indexed or immediate) or life insurance (term, UL, VUL) depending on circumstances.


Estate Planning & Trusts

We work with your attorney and accountant to enssue proper asset titling and that investement strategies work for your estate.


Office Hours

Mon. 7:30 AM - 4:00 PM
Tue. 7:30 AM - 4:00 PM
Wed. 7:30 AM - 4:00 PM
Thu. 7:30 AM - 4:00 PM
Fri. 7:30 AM - 4:00 PM