Autumn Kruse


Kruse Financial Strategy

Founder and Financial Advisor

Autumn Kruse


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.


  • 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

Contact Autumn Kruse

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Office Locations:

  • 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.
    Albany, CA 94706

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