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Autumn Kruse

Advisor at Kruse Financial Strategy

Updated today
Kruse Financial Strategy logo

Firm

Kruse Financial Strategy

Location

Petaluma, CA 94954

Credentials

CFP®

Industry experience

13 years

About

Autumn Kruse is a CFP® professional with 13 years of experience in financial advising. She is the sole advisor at Kruse Financial Strategy in Petaluma, CA, where she has been practicing since 2007. Kruse Financial Strategy is an independent, fee-only firm that provides personalized and confidential financial planning for high-net-worth individuals, families, and small businesses. The firm focuses on planning rather than portfolio management, emphasizing socially responsible investment recommendations primarily through mutual funds, ETFs, bond funds, and CDs.

Client services

Based on Kruse Financial Strategy

Financial planning

Expertise

Based on Kruse Financial Strategy

General retirement planning Cash flow / budgeting General tax planning Charitable giving & philanthropy

Fee options

Fixed

Fixed fees generally range from $3,500 to $10,000 for a financial plan

Project-based

$300 per hour

Other

Fee-only: Fixed fees generally range from $3,500 to $10,000 for a financial plan; hourly fees are $300 per hour.

Location

720 Southpoint Blvd, Suite 201

Petaluma, CA 94954

Most active in

California

Work history

Autumn Rain Kruse

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John C

Series 66

Petaluma, CA

Cruse Investments

General retirement planning
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John B

Series 63, Series 65

Novato, CA

Baughman Financial Group

Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Charitable giving & philanthropy Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive
user avatar

Daniel P

CFP®, Series 66

Rohnert Park, CA

Northbay Advisors

General retirement planning General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting
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John J

Series 63, Series 65

Petaluma, CA

John Schooler Jones LLC

General retirement planning Wealth management

L.J. J

CFP®, CPA

Petaluma, CA

Developing Financial

“I want to make the right decisions but I don’t have time to figure it out on my own.” “Can you help me with my student loans? This is more complicated than I thought it would be.” “How do I invest? I know it’s important but I don’t know the best way to do it and I don’t want to mess it up” Have you said any of these before? You’re not alone if you have. I have heard these statements from many lawyers I’ve met throughout my wife’s time in law school and her legal career. As a CPA, CFP, and someone who has worked in financial planning, I have seen young people who are overwhelmed about managing their personal finances. I have also seen people near retirement who unfortunately didn’t make good financial decisions and now have to modify their future lifestyles because of their financial situations. I hate seeing people not achieve everything they want in life because they can’t afford their dream lifestyle. So I set out to change that. My mission is to help young lawyers establish a strong financial foundation early in their careers so they can capitalize on future opportunities instead of trying to fix financial mistakes. So I created the Developing Financial Process. My process identifies what is most important to you, analyzes your current financial situation, builds a comprehensive financial plan, implements the plan, adapts the plan as your life changes on an ongoing basis, and most importantly educates and empowers you throughout the entire process. My process helps you pay off your student loans completely, invest effectively, save and spend intentionally, and achieve your financial goals and ambitions. I believe that everyone should live their dream life without worrying about their finances. I live what I preach and when I’m not working, I am out living. I love to travel and have visited many states and countries. My family and I go camping, spend time at the beach, and visit friends and family as often as possible. I truly love educating and empowering people to live their ideal life. I hope you reach out to learn more about my process and how financial planning can benefit young lawyers like yourself!

Student loan debt Attorney Gen Y/Millennials (Born 1980-1995) Young Professionals
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E. W

Series 63, Series 65, Series 66

Petaluma, CA

Sustainvest Asset Management, LLC

ESG / Sustainable investing Wealth management
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