Angel D. Cruz,  CFP<sup>&reg;</sup> - Financial Advisor

Angel D. Cruz, CFP®

President

Cruz Wealth Management, LLC

2422 Columbia St SW
Olympia, WA 98501
FINANCIAL ADVISOR'S WEBSITE
(206) 552-9796 CONNECT WITH Angel
  • linkedin link

General

Angel Cruz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cruz Wealth Management, LLC in Olympia, WA and the surrounding communities.

Financial Advisor Overview

I assist clients in developing a process that creates wealth and/or protecting wealth. I am also a financial planner who is very open to working with your other advisers (lawyer, accountant, etc.) as part of this process.

More

Financial Advisor Experience

I have over 25 years experience assisting clients in creating and protecting wealth. Experience with international markets, SRI, managing risks.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Getting Married, Startup, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources