KMR WEALTH ADVISORY

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... 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 is located in San Luis Obispo, CA, and serves clients locally, statewide, and nationwide.

Also known as: KMR Wealth Advisory, LLC

Primary location: San Luis Obispo United States