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Maven Bridge Capital, located in Brea, California with established footprints in both Orange County and Whittier, California, is led by Chief Executive Officer and wealth manager Kristoffer “Kris” Fu. Kris oversees approximately $109 million in assets and brings with him a strong client base flush with long-term relationships.
“For wealth management professionals, a large portion of their day is often devoted to simply running the business,” said Rob Bartenstein, CEO and Senior Managing Director of Kestra PWS. “With our capabilities and services in Kris’ back pocket, he can spend more time growing his clientele and deepening his existing relationships which he has expressed as his top priority since the start.”