As your financial professional and wealth partner, over the years I have truly enjoyed working with you and the time we have spent together. As we help you prepare for you and your family’s future, I too have been preparing our team to further assist in planning for and meeting your unique and mission critical goals.
For the past 12 months we have gone through a very thoughtful and thorough process in determining who might bring complimentary skills to our group and enhance your client experience with Krost wealth.
I am very excited to announce we have added a new member to our team, Alyssa Enriquez. Alyssa comes to us with excellent experience in client service, financial planning, investment management and research, working previously with a national investment manager. She is fully licensed and has worked specifically in financial planning, insurance analysis and investment management design and implementation.
Alyssa is an LA native with a penchant for travel and all things LA sports, especially boxing. We are all excited to have her on board and we look forward to each of you meeting her. Alyssa will primarily be assisting us in wealth planning, investment research and of course, delivering exceptional client service.
Claudia Ruiz will continue to excel as our client service leader and adding a role in planning unique and intimate client events. I am unofficially calling her our “Ambassador of WOW”.
As we go through our end of cycle meetings, please feel free to reach out and ask any questions or voice concerns if we have not contacted you yet.
As we go through these “interesting” times together, I look forward to deepening our relationship with you, our most important client, and even more exciting announcements in the near future!
Looking forward to seeing you soon!
For more information, please contact us.
About KROST Wealth
KROST Wealth is a division of KROST, a full-service Certified Public Accounting and Consulting firm headquartered in Pasadena, California. Since 1939, the firm’s focus has been recognizing opportunities and creating value for clients by equipping them with the tools to make better business and financial decisions for the future. As trusted advisors, KROST provides timely information, innovative solutions, and result-driven teamwork to ensure success. Visit KROSTCPAs.com for more information.
Our practice offers breadth and diversity in skills and experience. Expect personalized, one-on-one service by a team of seasoned professionals with in-depth knowledge in many fields.