Our Qualifications

Geoffrey S. King, Financial Advisor

Geoffrey advises individuals and their families, both locally and across the country, on investment planning issues relating to Alternative Investment Strategies and Personalized Investment Planning. His work involves customized plan development in the areas of Portfolio Management, Retirement Planning, Estate Investment Planning and Insurance*.** **

Geoffrey has over 20 years of financial and investment planning experience with the Boston Company, Prudential Ins., Prudential Preferred Financial Services, Prudential Securities, Wachovia Securities and Wells Fargo Advisors.

Geoffrey has received recognition for his accomplishments.  Geoffrey has been recognized as a Premier Advisor, a designation held by a select group of financial advisors within Wells FargoAdvisors as measured by business production, cmpletion of education components and professionalism; he was also selected to serve on the Wells Fargo Advisors 2009 Advisory Council.
 
Geoffrey graduated from Merrimack College, in North Andover, MA with a degree in Finance. He joined The Boston Company in 1992 and worked as a mutual fund custodian for two years. In 1994, Mr. King founded the King Financial Group. He is a Financial Advisor has earned the professional designations of CFP® (CERTIFIED FINANCIAL PLANNER™), CLU® (Chartered Life Underwriter®), ChFC® (Chartered Financial Consultant®)  and CMFC® (Chartered Mutual Fund Counselorsm). As a CFP® certificant, Geoffrey has taken the extra step to demonstrate his professionalism by submitting to the rigorous CFP certification process that includes demanding education, examination, experience and ethical requirements. Geoffrey is an active member of the Orange County Financial Planning Association.
 
CA Insurance License 0B55662
 
Brian P. Rossney, Financial Advisor

Brian joined Wells Fargo Advisors and the King Financial Group in 2000 and now works as a Financial Advisor. Brian is instrumental in setting our clients up with Captive Insurance strategies, both locally and across the country, and on investment planning issues relating to Alternative Investment Strategies and Personalized Investment Planning. His work primarily involves daily monitoring and implementation of the group's various investment strategiesutilized in customized plans for their clients. He also aids Geoffrey in the areas of Portfolio Management, Retirement Planning, Estate Investment Planning and Insurance*.

Brian has over 15 years of financial and investment planning experience with Prudential Insurance, Prudential Preferred Financial Services, Prudential Securities, Wachovia Securities, and Wells Fargo Advisors.
 
Brian graduated from the University of California Los Angeles (UCLA), in Westwood, CA with a degree in Political Science. After a successful career working with most of the major movie studios, TV, and film production companies in the field of post-production, he joined Prudential Insurance as a financial planner for high net worth clients within their Preferred Financial Services division. Brian continually strives to maintain high ethical standards. He is committed to enlarging his understanding of the ever changing world of investments, portfolio construction, and investment planning.  He is a Financial Advisor and has received the professional designation of CRPC® (Chartered Retirement Planning Counselorsm) and is currently working on receiving his CFA® (Certified Financial Analyst®) and CIMA® (Certified Investment Management Analyst®) professional designations.  
 
CA Insurance License 0D08576

 

Drew F. Satariano, Financial Consultant

A 10 year industry veteran, Drew has practiced exclusively in the group of firms that, through mergers and acquisitions, emerges today as Wells Fargo Advisors.

Possessing multiple registrations, including the Series 7, 63, and 65 as well as a CA state insurance license, Drew is registered as an a financial professional in most of the 50 states and holds the title of Financial Consultant.
 
CA Insurance License 0C44654
 
 
 
 
 
 
 
 
 

Donavan P. Mayes, Financial Consultant

Donavan joined the King Financial Group in 2017 as a Financial Consultant.  Prior to joining the King Finanacial Group Donavan studied worked at Merrill Lynch and Morgan Staney Smith Barney for over 20 years.  His is responsible for portfolio management and investment strategy for the group and our clients.  

Donavan studied economics at  Chico State, is fully securities and insurance licensed and holds  the elite designation of CFP® (CERTIFIED FINANCIAL PLANNER™).

 
CA Insurance License 0C50026
 
 
 
 
 
Megan Rodriguez, Sr. Registered Client Associate

Megan joined Wells Fargo Advisors and the King Financial Group in late 2009 as a Senior Registered Client Associate. Megan is instrumental in keeping the group organized and she is responsible for attending to and anticipating the needs of our clients. 

Prior to joining the King Financial Group, Megan worked as a Registered Client Associate for Morgan Stanley Smith Barney in Long Beach, CA for two years.
 
Megan graduated from the University of Kansas in Lawrence, KS with a degree in Social Welfare in 2005. In 2007, she graduated with a Master’s degree in Criminal Justice with an emphasis in gang prevention from California State University – Long Beach. Entering a tough job market, Megan accepted a job with Smith Barney in 2008 and hasn’t looked back. Acting as the King Financial Group's Notary Public and Registered Paraplanner, Megan is Series 7 and Series 66 registered and has her California Insurance License (CA Insurance License 0H40694).  In July 2016 Megan was recognized as a Premier Client Associate by Wells Fargo Advisors, a select group of Client Associates who meet or exceed Wells Fargo Advisors' high standards as meausred by the Firm's core values, including service, respect, integrity and teamwork.    
 
CA Insurance License 0H40694
 
Jennifer Toun, Client Associate

Jennifer Toun joined Wells Fargo Advisors and the King Financial Group in 2015 as a Client Associate. Jenn handles the opening of new accounts, back office and client facing administration and is the first smiling face you will see upon entering our office.

Prior to working at Wells Fargo Advisors, Jenn worked at Parks, Recreation and Marine with the City of Long Beach for four years.
 
Jenn graduated from California State University, Long Beach in 2011 with a Bachelor’s degree in Liberal Studies with an emphasis in English. 

 

 

 

 

 

 

* Insurance products are offered through non-bank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

** Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and/or lawyer to help you meet your financial goals.