Autumn Kruse

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 mainstreem 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®).

Services Include:

• Alternative Investments
• Asset Management
• Estate Planning
• Financial Advisory
• Financial Planning
• Investment Advisory
• Investment Strategies
• Mutual Funds
• Portfolio Management
• Retirement Planning
• Securities
• Strategic Financial Planning
• Wealth Management
• & More!

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