Willem Kruse
Regional Vice President at Equitable Advisors
- Role
- Financial Consultant at Equitable Advisors
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Willem Kruse
I am part of a highly skilled team of financial consultants that provides our clients with the highest quality strategies to meet their financial objectives. We recognize each individual is different and so are their goals, priorities, and concerns. We pay respect to the uniqueness of their situation by first, understanding what is most important to them. From there, we formulate a strategy that allows them to feel confident in their future.Our areas of expertise include: Retirement PlanningAsset Location PlanningTax-Efficient RSU DiversificationInvestment ManagementPension MaximizationRisk ManagementLegacy PlanningWe take pride in helping those at every stage in their career and life. Please do not hesitate to contact me if you have any questions.
Experience
Financial Consultant
May 2021 — Present
Education
Chapman University
Bachelor of Science - BS Business Administration , Business Administration
2016 — 2020
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