Michael Kruse
Wealth Planning Associate at Transcend Wealth Partners
Based in Los Angeles, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Los Angeles
Industry
Financial Services
Company size
10
Contact information
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m•••••••@transcendwealthpartners.com
Phone
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Background
About Michael Kruse
Michael is an experienced and proactive Wealth Planner with a focus on serving ultra-high-net-worth individuals and families. With a strong passion for delivering personalized financial solutions, Michael brings his experience to servicing clients. As a dual-designated Certified Public Accountant (CPA) and Certified Financial Planner (CFP®), Michael possesses a solid understanding of the intricacies of financial planning and taxation. His skill set includes portfolio analysis, with a working knowledge of cryptocurrency, and strategic tax and estate planning, allowing him to design tailored solutions to meet each client's unique financial goals. Michael earned his Master of Science in Taxation and Bachelor of Science in Accounting from the New York State University at Albany, graduating with Magna Cum Laude honors. He has consistently demonstrated a commitment to continuous learning and professional growth. Beyond his professional achievements, Michael finds fulfillment in hiking, reading, golfing and playing basketball in his leisure time.
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