A complete list of active advisors currently associated with KFICO, LLC Registered Investment Advisor

Warmer can help you find a great advisor at KFICO, LLC Registered Investment Advisor or one who fits your needs even better.

KFICO serves individuals (including high‑net‑worth clients), personal trusts and estates, corporations, and nonprofit organizations, providing discretionary portfolio management, financial planning and consulting, and access to managed account programs. Implementation options include diversified mutual funds, exchange‑traded funds, individual securities and insurance products such as annuities and life insurance offered through insurance companies. The firm’s investment approach emphasizes active asset management with a focus on asset allocation, portfolio design, sub‑advisor selection and risk management, and is generally long‑term oriented while allowing shorter‑term trades when client objectives or market conditions warrant. KFICO applies an internal due‑diligence process when selecting investments and may incorporate Defined Outcome ETFs and cash or annuity positions as part of portfolio construction. Noteworthy features include the firm’s affiliation with insurance activities: employees act as insurance representatives and may receive commissions from insurance and annuity sales, a relationship the brochure discloses as a potential conflict of interest. The firm also highlights an expanded product lineup (including Defined Outcome ETFs and annuities), offers a range of planning fee arrangements (hourly and negotiated fixed fees), and requires use of firm‑recommended custodians while not accepting custody of client assets itself.

To learn more about the advisors currently working at KFICO, LLC Registered Investment Advisor, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Bhoopinder Kohli	Tustin, CA	24

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support