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Bhoopinder K
ChFC®, Series 63
Tustin, CA
KFICO, LLC Registered Investment Advisor
Bhoopinder Kohli is a financial advisor with KFICO, LLC Registered Investment Advisor in Tustin, CA, holding the ChFC® designation and Series 63 license, with 24 years of industry experience. He has been with KFICO since 2010 and previously worked at MCL Financial Group, Inc. and National Life Of Vermont. Outside of his advisory role, Kohli is also an insurance agent providing life, health, disability, property and casualty, and workers' compensation insurance, along with consulting and administrative services. KFICO serves individuals, including high-net-worth clients, trusts, estates, corporations, and nonprofit organizations, offering discretionary portfolio management, financial planning, and access to managed account programs. The firm emphasizes active asset management focusing on asset allocation, portfolio design, sub-advisor selection, and risk management, using a range of investment vehicles including mutual funds, ETFs, individual securities, and insurance products.
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