Kristoffer Fu is the Chief Executive Officer, and Wealth Manager at Maven Bridge Capital. Kris earned his B.A. in Business Economics from the University of California, Riverside. Kris is a CERTIFIED FINANCIAL PLANNER™ practitioner and is also a Certified Private Wealth Advisor® consultant focused on working with high-net-worth clients on their life cycle of wealth: accumulation, preservation, and distribution. With fourteen years in the financial industry, Kris has the experience and knowledge necessary to effectively educate his clients and guide them achieve their financial goals. Prior to starting his own practice, Kris held positions with JP Morgan, formerly Washington Mutual, and Ameriprise Financial.
Kris’s motivation comes from his desire to make a difference in the lives of his clients. He gets to wake up every day and do what he is most passionate about, 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 found himself speaking in terms that he himself would not have understood prior. He was enlightened to the K.I.S.S. rule and has since adapted it in his personal and professional life. 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 in such a way 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 that 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 when it comes to his personal and business relationships. While his approaches are valuable from a client standpoint, he feels it is his privilege to be able to work with his clients. He is passionate about meeting new people, hearing their stories, and seeing the joy in helping them reach their dreams. He strives to learn from his clients every day, facilitating a mutually beneficial relationship.