Kelli Cruz's Location

Mill Valley, CA, US

Kelli Cruz's Education

  • San Francisco State University

    Bachelor of Arts

Kelli Cruz's Skills

  • Investments
  • Financial Services
  • Retirement Planning
  • Financial Advisory
  • Retirement
  • Program Management
  • Succession Planning
  • Wealth Management
  • Management Consulting
  • Investment Advisory

Kelli Cruz's Summary

Kelli Cruz, based in Mill Valley, CA, US, is currently a CEO and Managing Partner at Cruz Consulting Group. Kelli Cruz holds a Bachelor of Arts @ San Francisco State University. With a robust skill set that includes Investments, Financial Services, Retirement Planning, Financial Advisory, Retirement and more, Kelli Cruz contributes valuable insights to the industry. Kelli Cruz has 2 emails and 1 mobile phone number on RocketReach.

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