KMR Wealth Advisory LLC
KMR Wealth Advisory LLC, located in San Luis Obispo, CA, is a Registered Investment Advisor established by Kristin Rasmussen, a CERTIFIED FINANCIAL PLANNER with over 20 years of experience in the financial services industry. The firm is committed to helping clients navigate the complexities of personal finance and investment options by providing tailored advice that prioritizes their unique goals and objectives.
Specializing in financial planning and wealth management, KMR Wealth Advisory focuses on retirement income needs, wealth protection, tax mitigation, and charitable giving. The firm operates under a fiduciary standard, ensuring that clients' interests come first and fostering strong, long-term relationships.
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