Jim Kruzan, Cfp®, Crpc® Email and Phone Number
Jim Kruzan, Cfp®, Crpc® work email
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Jim Kruzan, Cfp®, Crpc® personal email
Jim Kruzan, Cfp®, Crpc® phone numbers
Balancing the responsibilities of Founder and Senior Wealth Advisor puts me in a unique position at Kaydan Wealth Management. As the Founder, I am responsible for guiding the direction of the firm’s moral compass and ensuring the entire team is advancing its mission statement. As Senior Wealth Advisor, I manage the firm’s largest and most complex client relationships and I am also hands-on with the development of comprehensive, process-driven wealth solutions. My biggest goal is to substantially reduce the level of stress my clients contend with when it comes to their finances, giving them the time and freedom to lead more meaningful, abundant lives.To learn more about Kaydan Wealth Management and how to engineer your best retirement, subscribe to The Retirement Engineer podcast at www.TheRetirementEngineerPodcast or visit www.KaydanWealth.com/podcast. For important disclosure information, please see the "Social Media Disclosure" link in the "Contact Info" section.
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Founder, Senior Wealth AdvisorKaydan Wealth Management, Inc. Jan 1996 - PresentFenton, Mi, UsOur singular focus is to make an impactful difference in the lives of our clients and their families. As advocates, we work closely with our clients to clarify the financial landscape and navigate lifes most important events. We achieve this through unbiased advice, meaningful portfolio management, and impeccable service.
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Branch Manager, Registered PrincipalRaymond James Financial Services, Inc. Jan 1987 - May 2020St. Petersburg, Florida, Us
Jim Kruzan, Cfp®, Crpc® Skills
Jim Kruzan, Cfp®, Crpc® Education Details
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Wayne State UniversityAccounting And Finance
Frequently Asked Questions about Jim Kruzan, Cfp®, Crpc®
What company does Jim Kruzan, Cfp®, Crpc® work for?
Jim Kruzan, Cfp®, Crpc® works for Kaydan Wealth Management, Inc.
What is Jim Kruzan, Cfp®, Crpc®'s role at the current company?
Jim Kruzan, Cfp®, Crpc®'s current role is Founder, Senior Wealth Advisor at Kaydan Wealth Management.
What is Jim Kruzan, Cfp®, Crpc®'s email address?
Jim Kruzan, Cfp®, Crpc®'s email address is ja****@****mes.com
What is Jim Kruzan, Cfp®, Crpc®'s direct phone number?
Jim Kruzan, Cfp®, Crpc®'s direct phone number is +172736*****
What schools did Jim Kruzan, Cfp®, Crpc® attend?
Jim Kruzan, Cfp®, Crpc® attended Wayne State University.
What are some of Jim Kruzan, Cfp®, Crpc®'s interests?
Jim Kruzan, Cfp®, Crpc® has interest in Spending Time With Family, Traveling, Reading, Golf, History.
What skills is Jim Kruzan, Cfp®, Crpc® known for?
Jim Kruzan, Cfp®, Crpc® has skills like Wealth Management, Asset Management, Risk Management, Client Advocacy, Investment Advisory, Estate Planning, Investments, Securities, Tax, Retirement Planning, Asset Allocation, Financial Planning.
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