Meet the Founder of Maven Bridge Capital
"I started Maven Bridge Capital because I believe my duty in life is to serve the needs of others. I want to create a company that empowers our clients to dream courageously and to look beyond the numbers.” ~ Kristoffer Fu, CPWA®, CFP®
Mission
Maven Bridge Capital is a company that is committed to providing pathways to Women and Business Owners and helping them achieve their goals. Our unique value proposition is our focus on personalized advice and planning to help our clients build their wealth and legacy.
Through our collaborative approach with our clients, together we create plans that align with their values, needs and goals. We believe that everyone should have access to the same level of quality advice, regardless of their budget, which is why we offer our services at an affordable price.
Our mission is to provide quality advice that helps our clients thrive both financially and emotionally. Our commitment is to provide an excellent experience for each and every one of our clients.
Vision
We believe in order for us to guide our clients in the right direction, we need to have an understanding about them that goes beyond their money and what investment returns they want.
We take an educational and collaborative approach when helping our clients. We believe through this approach, our clients are more empowered and confident in the goals they set and the financial decisions they make.
In planning for the future, it is important for us to understand our client's money beliefs and financial flashpoints. What was money like for them growing up. What is their present financial state. Where do they want to be in the future.
Values
Maven Bridge Capital is built on the 5 pillars.
Put your client's interest ahead of your own and the company - Be a Fiduciary.
Listen first, Ask, Speak last.
Do what is right or don't do it at all.
Be loyal to your clients.
Be a student and continue to always learn how to be a better practitioner.