He started King Financial Corporation in 1998.
CERTIFIED FINANCIAL PLANNER™ practitioner Brian King is dedicated to helping clients take control of their futures. He is the owner of his financial planning firm which he started nearly two decades ago. Prior to that, he worked at Wachovia Bank in Retail Bank Management. He specializes in Financial Planning, Investment Services, Life Insurance, Disability Insurance, 401(k) Plans and Employee Benefits Services.
Anna Lu Wilson
She has spent her career working with small- and medium-sized businesses.
Anna Lu Wilson is an Advisor Associate with King Financial Corporation. Anna Lu has spent her career working with small and medium sized businesses as an economic development professional in the Charlotte metro area and more recently at Cabarrus Economic Development Corporation. Anna Lu works diligently to serve new and existing clients.
She actively manages our operations.
For more than ten years Candace has been a leader in project management and client interface. She organizes interactive sessions, client workshops and company procedures. Her success is driven by her dedicated role in helping our clients create and live their dreams to their fullness. She is available to answer questions about the company and to follow up on every expectation our clients bring to the table.
Not just financial planning, lifestyle planning
King Financial Corporation helps our clients focus on their goals, priorities and values. We provide an in-depth review of your current financial situation by focusing on cash flow, investments, taxes, insurance and retirement plans, empowering clients with strategies that they implement and manage themselves. Financial planning is a process, not a one-time affair – let us guide you through the multi-year commitment that is important for your peace of mind and success.
Growing by leaps and bounds
The greater Charlotte area is experiencing dynamic growth as the financial center expands throughout the surrounding areas. No where is that more true than Concord, North Carolina, a city known for its savvy charm and high quality of living. A diverse commercial and industrial economy has developed in Concord giving King Financial Corporation ample opportunity to bring sophisticated planning for both young and old citizens.
Visit us at 51 Means Avenue in Concord, NC.
We believe in sitting down and getting to know you. Clients have the ability to work with us as needed, and we empower our clients with the technology and know-how to play an active part in managing their own financial plans. We make specific recommendations based on what's in the best interest of our clients.