Mitchell Kraus Location
- Santa Monica, CA, US
Mitchell Kraus Work
- 2003 -now Owner @ Capital Intelligence Associates
- 2003 -now LPL Financial Planner @
- 1993 -2003 Financial Planner @ AFP Group
Mitchell Kraus Education
- College for Financial Planning
Chartered SRI Counselor™ (CSRIC™)
2018
Mitchell Kraus Skills
- Financial Reporting
- Customer Service
- Charitable Gift Planning
- Long Term Care Insurance
- Investments
- Financial Advisory
- Financial Goals
- Supply Chain Management
- Life Insurance
- Charitable Trusts
- Business Transition
- Strategic Financial Planning
- Socially Responsible Investing
- Family Business
- Strategic Planning
- Finance
- Philanthropy
- Non Profits
- Insurance
- Risk Management
- Multi Generational Planning
- Securities
- Disability Insurance
- Multi Generational Wealth Transfer
- Financial Planners
Mitchell Kraus Summary
- Mitchell Kraus, based in Santa Monica, CA, US, is currently a Owner at Capital Intelligence Associates. Mitchell Kraus brings experience from previous roles at Capital Intelligence Advisors and AFP Group. Mitchell Kraus holds a Chartered SRI Counselor™ (CSRIC™) @ College for Financial Planning. With a robust skill set that includes Financial Reporting, Customer Service, Charitable Gift Planning, Long Term Care Insurance, Investments and more. Mitchell Kraus has 1 emails and 4 mobile phone numbers on RocketReach.
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Mitchell Kraus
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