WHAT MAKES US DIFFERENT - THE MAVEN WAY

OUR PEOPLE

INDEPENDENCE AND THE FIDUCIARY STANDARD

Maven Bridge Capital has a fiduciary duty to all clients. It is our responsibility to provide fair and full disclosure of all material facts and act solely in the best interest of each of our clients at all times. We have no “hidden agenda” or drive to sell any particular financial product. Maven Bridge Capital utilizes the custodial services of National Financial Services LLC, a Fidelity Investments company.  About NFS  

PARTNERING FOR YOUR SUCCESS WITH KESTRA FINANCIAL

As an independent financial professional, we are able to provide you with custom financial advice.  We are not obligated to promote any particular products, proprietary offerings or make referrals for other services. That means you can feel confident knowing that the recommendations we provide to you are based on your unique needs.  However, independence doesn’t mean we are alone. Kestra Financial is comprised of two affiliates: Kestra Private Wealth Services, a Registered Investment Advisor (RIA), and Kestra Investment Services, a broker-dealer.  An RIA is responsible for providing investment advice and acting as a fiduciary in financial matters.  A Broker-dealer supports independent financial professionals by facilitating trades according to a client's instructions.  About Kestra Financial, Inc.

KNOWLEDGE AND EXPERTISE

    

Kristoffer Fu holds designations including CERTIFIED FINANCIAL PLANNER™ practitioner as well as Certified Private Wealth Advisor® consultant.  Kris completed his CFP® certificate program at the University of California, Irvine and completed his CPWA® certificate program at the Yale School of Management.  Kris earned his B.A. in Business Economics from the University of California, Riverside.

OUR PROCESS

EXCEPTIONAL SERVICE

As part of our client experience, we focus on responsiveness, contact level, proactivity as well as actively engaging clients and their families through the review process.  We make it our priority to respond to calls and messages within 24 hours.  As fiduciaries to our clients, it is imperative to us to put our client’s needs and interests ahead of our own. 


ADAPTIVE FINANCIAL PLANNING

When it comes to financial planning we believe in taking a holistic and adaptive approach.  We do not take a "one size fits all" approach because we understand you have different needs, goals and values from everyone else.  We focus on areas of tax planning, retirement planning, estate planning, investment planning, insurance planning, and education planning.  We also focus on working closely together with your CPA, attorneys and other professional advisors  to ensure that you have expertise in all fields that can compliment one another.   


TACTICAL & STRATEGY MEETING

At Maven Bridge Capital we understand that wealth management is dynamic and ongoing with changes happening constantly.  Instead of focusing on annual reviews which is a backward looking approach that looks at what has already happened.  We prefer to focus our attention to having periodic "tactical & strategy" meetings with our clients.  This forward looking approach to our client meetings, ensures that we continue to understand your evolving needs and goals so that together we can plan and make the right adjustments to keep you focused on what's ahead and on what matters the most to you.

OUR PRACTICE

BBB ACCREDITED 

Maven Bridge Capital BBB Business Review

We are proud to be accredited by Better Business Bureau Serving the Pacific Southwest (BBB), joining a community of business committed to doing things the right way.  We value building trust with our families and our BBB Accreditation is a public display of our commitment to excellence and maintaining high ethical standards.   

YOUR PERSONAL CFO

At Maven Bridge capital we are passionate about supporting you in discovering your "financial why".  We believe the successes we experience in life are rooted from having a deep understanding of our "why".  You are the CEO of your life and as your personal CFO our mission is to guide and empower you with the right financial tools and personalized advice you need in order to reach financial wellness.  We take time to understand who you are as a person and what unique needs, goals and expectations you have.

AN EXCEPTIONAL ADVISOR

We aim to be exceptional advisors for our clients.  What that means to you is having someone by your side who has strong technical expertise, a frim who believes in knowledge and education because our services and advice are only as good as how much we know.  Our goal is to continuously evolve through attaining knowledge and professional designations that will make a positive impact on our clients lives.  We strive to practice with high ethical standards and provide you with meaningful guidance to help you reach your financial goals.  

Want to know more?

Learn more about how Maven Bridge Capital can help you by scheduling your complimentary 1 on 1 meeting with our financial advisors today.  

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