Autumn R. Kruse,  CFP<sup>&reg;</sup> - Financial Advisor

Autumn R. Kruse, CFP®

227C Tewksbury Ave.
Pt. Richmond, CA 94801
(510) 323-3973 CONNECT WITH Autumn
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General

Autumn Kruse is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Pt. Richmond, CA and the surrounding communities.

Financial Advisor Overview

I charge by the hour or by the project. I specialize in teaching people how to take organize & take control of their own finances. My background and investment focus is Socially Responsible Investing (aka ESG investing.) Likely a good fit: * People thinking about retiring in the next 5-15 years. * People who have their income and finances steady enough to start thinking about big purchases like a house, college funding for their kids, and figuring out what percentage of income should go into retirement account, what amount of insurance makes sense, etc. *People working on getting on top of their debt and generally getting organized *People negotiating combining their finances or keeping them separate after marriage or other life events that co-mingle monies.

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Financial Advisor Experience

*14 years Paraplanner for Effective Assets, a boutique financial planning firm in Berkeley that specializes in SRI. *CFP Certificant since 2008.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Life Planning, Retirement, Starting a Family, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources