Kristin M. Rasmussen,  CFP<sup>&reg;</sup> - Financial Advisor

Kristin M. Rasmussen, CFP®

President

KMR Wealth Advisory, LLC

1042 Pacific St, Suite C
San Luis Obispo, CA 93401
FINANCIAL ADVISOR'S WEBSITE
(800) 992-9611
(805) 546-9664

General

Kristin Rasmussen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at KMR Wealth Advisory, LLC in San Luis Obispo, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Asset Allocation, Investment Management, Getting Divorced, Mutual Funds, Retirement, Women's Finances

More

Helpful Financial Planning Resources