TeriAnn  Kruse,  CFP<sup>&reg;</sup> - Financial Advisor

TeriAnn Kruse, CFP®

CPA/PFS

Owner

Tandem Views Investment Services, LLC

3 Centerpointe Dr, Ste 400
Lake Oswego, OR 97035-8663
FINANCIAL ADVISOR'S WEBSITE
(503) 781-4078 CONNECT WITH TeriAnn
  • linkedin link

General

TeriAnn Kruse is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Tandem Views Investment Services, LLC in Lake Oswego, OR and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Business Taxes, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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