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.
|Firm Start Year:||2012|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||CA, others|
|Number of Years with Current Firm:||1|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity , Life , Long Term Care , Variable Annuity , Variable Life|
|Firm's Number of Clients:||300+|
|Assets Managed by Firm:||$200+ Million|
Compensation and Fees
|Fee Structure:||I am a Fee-Only financial professional|
|Compensation Methods:||Based on Assets|
|Organization:||Fellowship of Christian Athletes|
|Position :||Member -- North San Diego County Inland|
|Duration :||January 2012-Currently holding|
Marymount University - Arlington, VA
August 2006-August 2008
University of Southern California - Los Angeles, CA
August 1987-December 1991
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.
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.
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.
|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|