My passion in life is connecting with people through deep and meaningful conversations. I believe the greatest thing we can do in life is inspire others to be great at what they want to do. After a successful career with J.P. Morgan for 13 years, I founded Maven Bridge Capital, a Private Wealth Management Firm based in Orange County, CA. Our mission at Maven Bridge Capital is promote Human First Financial Guidance. By empowering our clients and with the financial education and becoming their thinking partner, we believe they can build true Wealth and ensure their legacy thrives. As a CERTIFIED FINANCIAL PLANNER™ professional, I believe people need a financial plan and trusted advisors to help guide them. Trust and empathy are the foundation for building meaningful life relationship, which is why our process starts with building trust and understanding your values and money beliefs before discussing any investment or financial recommendations. Some of the ways I work with clients are:• Helping high-net-worth individuals and families with tax-focused wealth management strategies and planning for estate-related issues so they can ensure their legacy is secure. • Helping advise small-business owners on business continuation planning and helping them plan for life after business.I enjoy spending time with my wife and our mini golden doodle and having a nice glass of Scotch, preferably smokey like a Lagavulin 16. Are you concerned with the current state of your financial plan, or do you not have a financial plan at all? I would love to connect with you and answer any questions you may have about your current financial state. Please email me at kris@mavenbridgecapital.com to schedule a chat. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC, an affiliate of Kestra IS. Maven Bridge Capital and Kestra Investment Services are not affiliated. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures: https://bit.ly/KF-Disclosures