People                

J.P. King and Associates, Inc. Team.

Mr. King is the founder and president of J.P. King & Associates, Inc., a registered investment advisory firm located in Walnut Creek, California. The firm, consisting of three professionals and three support staff, serves a clientele of approximately 175 executives, professionals and business owners. He is also a registered principal of Investment Architects, Inc., a FINRA broker-dealer with headquarters in Petaluma, California.

Jim King, born in 1946, has been involved in the financial planning industry since joining Equitec Securities Company as a branch sales manager in March, 1979. He left Equitec to form J.P. King & Associates in September, 1981. He was associated as a registered principal with Financial Planners Equity Corp. (FPEC) from November, 1981 until December, 1987, serving as President and CEO of FPEC from August, 1984 through March, 1985. Prior to Equitec, he was a management consultant with KPMG, the international accounting firm, and a banking officer with Crocker Bank. Still earlier, he was an educator and Peace Corps Volunteer.

Mr. King's educational qualifications include both Bachelor of Arts (1969) and Master of Business Administration (1977) degrees from Stanford University, and the Certified Financial Planner (CFP®) credential from the College for Financial Planning (1984). He has also been an instructor and guest lecturer in the Graduate Program in Financial Planning at Golden Gate University. He has accumulated over sixteen hundred hours of relevant continuing education courses over the past thirty-two years. In 2004, he completed the Myers Briggs Type Indicator Professional Qualifying Program.

Jim has been active in business and community affairs for many years. He served from 1987 through 1992 as a National Director, including two years as an Officer and member of the Executive Committee, of the International Association for Financial Planning (IAFP), predecessor of the Financial Planning Association (FPA). He previously served five years on the Board of the East Bay Chapter of the IAFP, including being its President and Chairman. For nine years (1998-2007) he was a Director of the East Bay Community Foundation, serving as Chair from 2005-2007.

Mr. King has been quoted in numerous publications, and has appeared on radio and T.V. From 1996 through 2002 he was named by WORTH magazine as one of the Best Financial Advisers in America.

Scott Horton is Principal and lead advisor at J.P. King & Associates, Inc. With over 15 years of financial advisory experience he provides comprehensive wealth management services to our private clients.

Prior to joining J.P. King & Associates, Inc. Mr. Horton was a Vice President, Senior Account Executive with Fidelity Investments Private Client Group. He was responsible for managing over 550 high net worth client relationships exceeding $1 Billion in total assets. He specialized in portfolio management and retirement planning services for his clients. Mr. Horton spent 12 years working at Fidelity Investments. Before Fidelity he was employed as an Account Executive by Morgan Stanley Dean Witter.

Mr. Horton, a native Californian born in 1972, grew up for the most part in Walnut Creek, CA. During his youth he spent time overseas in locations such as Saudi Arabia, Venezuela, and London. He received a Bachelor of Science degree in Managerial Economics from the University of California at Davis, and a Master of Science degree in Finance from Golden Gate University. He also completed a graduate certificate in Financial Planning at Golden Gate University. He is a CERTIFIED FINANCIAL PLANNER^™ practitioner.

Scott lives in Danville, CA with his wife Candice, and two children, Taylor and Spencer. Outside of work, you would likely find him spending time outdoors. He enjoys golf and cycling. He has a passion for music and one of his hobbies is playing guitar. Scott also serves as a volunteer board member for the Green Valley Recreation and Parks District, where he acts as Treasurer.

Nancy Gire is a Certified Public Accountant and a Certified Financial Planner™ practitioner, who joined the J.P. King & Associates, Inc. in January 2008.

Born in Brooklyn, New York in 1948, Nancy has been migrating westward ever since, attending college in Chicago, then moving to California in 1979. Her career in financial services began in 1983. After two years of advanced tax and accounting classes, Nancy joined Armanino, McKenna LLP, and served as senior tax specialist with the firm for five years. She opened her own tax and financial advisory practice in 1994, and immediately began the study of comprehensive financial planning, in order to provide more complete and valuable services to her clients. In 1996 Nancy joined Strategic Advisory Services, Inc., an Orinda-based registered investment advisory firm, where she provided financial planning and investment advisory services to approximately fifty individuals, professionals, executives, and business owners for over ten years.

Nancy received her Bachelor of Arts degree from the University of Chicago in 1969 in philosophy and psychology, a Master's degree in Education from Chicago State University in 1975 and her Master of Science degree in Taxation from Golden Gate University in 1996. She obtained her Certified Financial Planner (CFP®) credential in 1999.

Over the past several decades, Nancy created and presented educational seminars in tax planning and new tax law developments within her accounting firm and for local professional organizations. Still earlier, she was an educator in the Chicago Public School system, working with gifted, learning disabled, and emotionally disturbed children.

As a member of the East Bay Chapter of the Financial Planning Association, Nancy has spear-headed the annual community outreach effort for the Salvation Army holiday toy drive for the past eight years. She's also an active member of the California Society of Certified Public Accountants, and utilizes her skills as an educator to serve as a "CPA Ambassador" for the AICPA, the national professional accounting organization, in its efforts to provide financial literacy education to high school and college students. In addition, she has been a popular participant on annual tax and financial planning call-in programs for consumer questions on KRON-TV, as well as for several other television, radio stations, and local business reporters.

Nancy is an avid music aficionado, with a particular love of the blues.  When not busy at work, she enjoys spending time in Yosemite and Lake Tahoe.  Her favorite forms of exercise are snorkeling, dancing, and hiking.

Our clients all recognize and appreciate Jackie, who has been serving with a smile at the front desk of J.P. King & Associates, Inc. for over fifteen years. Jackie joined the firm in February, 1996, after more than twelve years working for two of the major national brokerage firms. With twenty-five years experience in the financial services industry, Jackie has developed a deep understanding and appreciation of the needs and aspirations of our clients. She is well-versed in the policies and procedures of the organizations we deal with, and assists clients in the logistical aspects of dealing with our institutional partners with patience, grace, and understanding. Clients constantly tell us how much they appreciate her efforts on their behalf.

Jackie lives with her family and two cats and a lovely garden in El Sobrante, where she enjoys gardening on the weekends and sharing holidays with her children and grandchildren.

Jessica joined J.P. King & Associates, Inc. in September, 2007 as an administrative assistant. She has proven to be a fast learner, and is knowledgeable in most areas of the firm's operations. Jessica is responsible for assisting in a number of important areas, especially communications of all types, preparation of periodic reports, and providing technical support for our advisors.   The needs of our clients are the focus of Jessica's attention, and she is familiar with the working policies and procedures of our institutional partners and vendors. Jessica assists clients in accomplishing their goals when dealing with custodians, including distributions, transfers, rollovers, check requests, and all types of service required. She accomplishes her tasks with efficiency and accuracy, and is an invaluable asset to our client service team.

Jessica lives in Walnut Creek, CA with her parents, her two sisters, and her beloved dogs. Jessica is an avid car enthusiast, and spends a lot of her time off working on the family vehicles. She is also a life-long Sierra hiker and camper, and loves hearing live music whenever she can.

Jonathan is an Administrative Associate who joined the firm in October 2010. Previously he worked for J.P. Morgan Chase Bank. His responsibilities include assisting all members of the firm in a wide variety of areas, including data and file management. He is a graduate of Saint Mary's College of California, where he earned a Bachelor of Science degree in Business Administration and Economics in 2009.

Jonathan lives in Pittsburg, CA, where he enjoys being with family and friends. He has a deep passion for sports and spends most of his time being active outdoors.