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Kinecta.org

 

Team

At Kinecta Financial & Insurance Services, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Check the background of this firm on FINRA's BrokerCheck.

 

Doug Wicks

President, Kinecta Financial Management Company

855.840.8645

As President of Kinecta Wealth Management, Doug focuses on optimizing day-to-day operations, managing strategic initiatives, establishing process improvements and overseeing all departments within the company. Check the background of...

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PJ Brownrigg

Manager, Investment Sales.

424.390.3520

310.643.2279

PJ is active in the financial community in Los Angeles and serves on the board of the Financial Planners Association of Los Angeles where he coordinates corporate sponsorship. 

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Greg Elia

Director, Investment Operations & Compliance

855.840.8645

Check the background of this investment professional on FINRA’s BrokerCheck.

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Serving Tustin & Fountain Valley, Corinne has consistently built on the knowledge she gained from her degree in finance from California State University Long Beach. She began her professional career in the banking industry and has been a...

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Serving Torrance - Madison Park, Jay has served his clients in the financial services industry for over 10 years providing them with sound financial guidance. As an undergraduate, Jay studied Economics at Claremont McKenna College. He...

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Serving Warner Center, Westlake Village, & Malibu, Bart’s degree in Finance along with an emphasis in Financial Planning from Brigham Young University set the groundwork for his 25 years in the financial services industry. He...

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Serving El Segundo, Hawthorne, & Hermosa Beach, Justin Fleming is committed to helping Kinecta members grow, protect and preserve their wealth. A graduate of California State University Dominguez Hills with a Bachelor of Science degree...

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Serving El Segundo & Gardena, Tom began his career in the corporate financial world after graduating from Seton Hall University. His financial background includes working in industries as diverse as advertising, retail and...

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Serving El Segundo, Rodger has been providing sound financial guidance to his clients for over 33 years. A seasoned financial consultant, Rodger is the third generation in his family to be employed in the financial services industry....

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Serving Brea & Rancho Cucamonga, Katie graduated early with a Bachelor’s degree from the University of Colorado at Boulder. Katie spent 4 years with American Express Financial Advisors, building a successful financial planning...

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Serving El Segundo & Santa Monica, Sean joined the Kinecta team in 2002 and has over 15 years of financial services experience in the areas of wealth accumulation and preservation, asset allocation, planning for retirement and education,...

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Serving Westminster & Lakewood, Dawn has over 12 years of experience in the Financial Industry. Specializing in wealth accumulation and preservation, she looks forward to helping you make informed financial decisions about retirement...

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Serving Manhattan Beach, Yvonne has the distinction of having been a Financial Consultant for over 25 years and has been with Kinecta for 19 years. Yvonne focuses in retirement planning for members at all life stages of planning as well...

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Serving Manhattan Beach & San Diego, Eric graduated from Rutgers University with a B.A. in Business Management. He began his career in the investments industry in 1998 with The Vanguard Group. Eric moved to San Diego in 2001 and worked...

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Serving Goleta, Bill possesses over 10 years of experience in the financial services industry. Bill’s strong financial background includes a Masters degree in Business Administration as well as designations as an Accredited Asset...

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