Autumn Kruse
CFP®
Kruse Financial Strategy
Founder and Financial Advisor
Autumn Kruse
CFP®
Kruse Financial Strategy
Founder and Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Autumn Kruse, CFP®
Fee-Only financial planner located in Pt. Richmond, CA, serving clients locally and across the country. Business hours Tuesday - Saturday.
Autumn Kruse is a Pt. Richmond, CA fee-only financial planner. Kruse Financial Strategy provides comprehensive financial planning, socially responsible investment strategies and retirement plan advice to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Autumn Kruse is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Autumn Kruse, CFP® is a fee-only financial planner at Kruse Financial Strategy located in Pt. Richmond, CA. Autumn is passionate about getting you comfortable with your financial world and passionate about helping people in non-mainstream cultures and lifestyles navigate the obstacles that society puts in their way. She is aware that Wall Street's traditional priorities may not be yours!
Autumn earned her Certified Financial Planner™ certificate (CFP®) in 2007. She has over 20 years of experience in financial planning. Autumn started her career at a mainstream brokerage firm and left to focus on Socially Responsible Investing (SRI) for 14 years working for Lincoln Pain, a pioneer in SRI. Autumn's first principle to always do right by her clients is exemplified through her memberships in The National Association of Personal Financial Advisors (NAPFA) and The Financial Planning Association® (FPA®).
Autumn Kruse is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Kruse Financial Strategy helps clients implement strategies towards financial independence. Kruse Financial Strategy offers fee only financial planning to clients in the Pt. Richmond, CA area and is experienced in experience in Socially Responsible Investing (SRI). Founder Autumn Kruse is a Certified Financial Planner™.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Autumn Kruse is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Autumn Kruse is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Autumn Kruse is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Autumn Kruse is a Featured Guest on Plan Franciso Podcast: "Autumn Kruse, Financial Planner: Realistic Relationships with Money"
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Autumn Kruse is Quoted on Nasdaq.com: "How to Find Your Net Worth"
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Autumn Kruse Appears in Forbes' Hourly Planners Directory
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Autumn Kruse is Mentioned in NAPFA Advisor: "Meet NAPFA’S 2020 Award Winners!"
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Autumn Kruse is the Secretary for the Board of Directors for East Bay Estate Planning Council
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Autumn Kruse is a Pro-Bono Board Member of Bonafide
Contact Autumn Kruse
Office Locations:
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227C Tewksbury Avenue
Pt. Richmond, CA 94801 -
227C Tewksbury Avenue
Pt. Richmond, CA 94801 -
227C Tewksbury Avenue
Pt. Richmond, CA 94801 -
828 San Pablo Ave.
#115D
Albany, CA 94706
