Phone Number: (310) 393-9400
Email Address: email@example.com
1247 7th Street, Suite 301
Santa Monica, CA 90401 United States
Kelly Kruzick is a Financial Advisor with Zuk Financial Group and is located in Los Angeles, California. An Investment Advisor Representative (IAR) with LPL Financial, Kelly holds FINRA Series 7, 63 with LPL Financial and 65 registrations. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through her investment advisory and financial planning practice, Kelly represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Kelly offers both institutionally managed programs to her clients as well as fee-based consulting.
Kelly maintains a holistic approach to the financial planning process that includes strategies for investing client wealth and then employing strategies to help manage that wealth for a lifetime. Kelly believes that the key to a successful long term financial planning relationship is consistent communication, along with a plan designed to address the unique needs and goals of each and every client.
A specialist in retirement planning, Kelly is frequently invited to present educational seminars for schools, colleges, and education professional organizations. Kelly has developed extensive knowledge in the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). She also does seminars on investment and retirement planning for small businesses and non-profit organizations. Kelly has earned a reputation for explaining difficult subjects in a style that is easily understood.
Kelly's passion is yoga and meditation and she applies the goal of total well being to both her clients and herself. She also thoroughly enjoys traveling, hiking and rollerblading.
CA Insurance Lic.# 0725340
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Valley Wealth Strategies, a registered investment advisor. Valley Wealth Strategies and Zuk Financial Group are separate entities from LPL Financial.
Get important facts about an investment professional's background at LPL Financial.