Hillel Katzeff

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CRD#: 1657455

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hillel Katzeff, CFP® was a registered financial professional .

Hillel is a previously registered financial professional and started their career in finance in 1987. Hillel had worked at 13 firms and has passed the Series 66, Series 63, Series 7 and Series 24 exams.

Biography

Hillel Katzeff, MBA, CFP is a Cardiff-by-the-sea, CA fiduciary financial planner and investment advisor.  HK Financial provides a broad spectrum of financial advisory services to empower individuals and families to attain financial and life goals. We do this by offering comprehensive financial planning, retirement planning and investment advisory services.  We use strategies designed to manage, protect, and grow personal wealth from generation to generation.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Life Transitions

Tax Planning

Retirement Planning

Estate Planning

Insurance Planning

Do you have an area of expertise or specialization?

Baby Boomers

Charitable Giving

Estate & Generational Planning...

Financial Psychology/Coaching

High Net Worth Client Needs

Investment Advice with Ongoing...

What is your minimum asset requirement?

250K

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Our Little Blue Box (The Listening Award); Non-Investment Related; 1315 Belleview Ave, Cardiff, CA 92007; Listening, interpersonal communication; Facilitator; Start Date: 2005; Hours per month: 1-2; Hours per month during securities trading hours: 0; Kits to facilitate listening circles.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Past

April 1, 2022 - April 1, 2024

PURE FINANCIAL ADVISORS, LLC

RIA

CRD#: 144316

SAN DIEGO, CA

Past

November 29, 2007 - November 30, 2022

HK FINANCIAL

RIA

CRD#: 111741

CARDIFF, CA

Past

December 10, 2003 - December 31, 2011

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

SAN DEIGO, CA

Past

December 10, 2003 - December 31, 2011

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

SAN DIEGO, CA

Past

April 8, 2002 - December 16, 2003

SENTRA SECURITIES CORPORATION

RIA

CRD#: 10249

SAN DIEGO, CA

Past

July 3, 2001 - November 18, 2002

SPELMAN & CO., INC.

CRD#: 10232

PHOENIX, AZ

Past

July 12, 2000 - December 16, 2003

SENTRA SECURITIES CORPORATION

CRD#: 10249

PHOENIX, AZ

Past

August 12, 1997 - July 13, 2000

CINCINNATI ANALYSTS, INC.

CRD#: 5478

CINCINNATI, OH

Past

February 3, 1995 - August 1, 1997

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

January 9, 1991 - January 17, 1995

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

January 9, 1991 - January 17, 1995

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

January 17, 1989 - October 31, 1990

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

January 17, 1989 - October 31, 1990

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

May 18, 1987 - January 28, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/26/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/22/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/25/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/28/1997

General Securities Principal Examination

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

171

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	22,199
AUM (Assets Under Management)	$ 8,023,229,867

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Hillel Katzeff

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HK FINANCIAL

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

SENTRA SECURITIES CORPORATION

SPELMAN & CO., INC.

SENTRA SECURITIES CORPORATION

CINCINNATI ANALYSTS, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

INTEGRATED RESOURCES EQUITY CORPORATION

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2003

Series 63

Date: 6/22/1987

Series 7

Date: 4/25/1987

Series 24

Date: 10/28/1997

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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