Kristoffer Fu is the Founder and Wealth Manager at Maven Bridge Capital. Kris earned his B.A. in Business Economics from the University of California, Riverside.
Kris's certifications and designations include:
- CERTIFIED FINANCIAL PLANNER™ practitioner, (CFP®)
- Certifed Exit Planning Advisor, (CEPA)
- Certified Private Wealth Advisor® consultant. (CPWA®)
Kris is focused on promoting financial literacy and he has a strong passion for helping people plan and navigate life's unknowns. He works closely with widowed/divorced women, exiting business owners, and high-net-worth families looking to ensure generational wealth. With nearly two decades of experience in the financial industry, Kris has the expertise and knowledge necessary to effectively educate his clients and guide them to achieve their financial goals. Before starting his practice, Kris held positions with JP Morgan, formerly Washington Mutual, and Ameriprise Financial.
He has been featured in MarketWatch, The Wall Street Journal, The Los Angeles Tribune, Disrupt Magazine, Fox Interviewer, Money Geek, and the Orange Coast Magazine.
He has also been the recipient of the fivestarprofessional.com, Five Star Wealth Manager award for 2022 & 2023.
Kris’s love for his life's work comes from his personal life experiences and a desire to make a difference in the lives of his clients. In his eyes, he gets to wake up every day and do what he is most passionate about, to share his knowledge with others, and make a positive impact.
One rule drives Kris in his business practices today, “Keep it simple, silly!” After becoming knowledgeable in the financial services industry in the early part of his career, he spoke in terms that he would not have understood prior. He was enlightened to the K.I.S.S. rule and has since adapted it personally and professionally. Kris finds that there is no need to flex his vocabulary muscles when speaking to his clients. He likes to keep it simple and break it down so that anyone can understand.
Kris and his wife Terissa live in Rancho Mission Viejo with their mini golden doodle, Beezley Noodle. Besides yoga and meditation, carpentry is one of his other passions. He finds in it qualities that he applies to his business philosophies. Mistakes happen, and there is always more to learn so you don’t make the same mistake twice. He enjoys using tools to create unique pieces, finding solace in making something out of nothing.
Just as in his woodworking, Kris built Maven Bridge Capital from the ground up. His simple yet methodical approach to his personal life transfers into his business. He sees himself as an educator, peer, and mentor to his clients, teaching them some of the same tools that he learned himself.
He values trust and duty regarding his personal and business relationships. While his approaches are valuable from a client standpoint, he feels it is his privilege to work with them. He is passionate about human connection, meeting new people, hearing their stories, and feeling the joy he gets in helping them reach their dreams. He strives to learn from his clients daily, facilitating a mutually beneficial relationship.