KMR Wealth Advisory, LLC
KMR Wealth Advisory, LLC is dedicated to helping clients navigate the ever-changing complex world of personal finance and investment options so they can make the best choices for themselves.
We help clients by using our education and experience to identify factors that can have an impact on overall wealth that they might otherwise not see. This insight can help clients make better decisions for themselves. Our process combines a high degree of an ongoing study of a client's unique goals and objectives to enhance the overall experience of working with a financial advisor.
KMR Wealth Advisory, LLC is a Registered Investment Advisor that was established by Kristin Rasmussen, CFP® RICP® after more than 20 years of experience in the financial services industry, and 16 years as a CERTIFIED FINANCIAL PLANNER™ (CFP®) licensee. We provide service on a non-discretionary basis encouraging advisor and client to work closely together in a long-term relationship. As an RIA (Registered Investment Advisor) KMR Wealth Advisory, LLC is held to the highest standard of client care - a fiduciary standard. As a fiduciary, clients' interests come first and we fully disclose any potential conflicts of interest.
KMR Wealth Advisory, LLC specializes in financial planning and wealth management for retirement income needs by helping clients address having money to support their lifestyle, mitigating taxes, protecting wealth, passing wealth according to their wishes, and maximizing the impact of any charitable giving.
KMR Wealth Advisory is located in San Luis Obispo, CA, and serves clients locally, statewide, and nationwide.
Experience, education, and ethical service are a powerful combination that may help enhance the chances of long term financial success.
If you would like to explore working with KMR Wealth Advisory please don't hesitate to contact us.