Gina Krumland, Financial Advisor located in Atascadero, CA

Financial Advisor
Gina Krumland

CFP®, AAMS®, ADPA®
6945 San Luis Avenue, Atascadero, CA 93422opens in a new window
Accepting New Clients
Serving clients with $1,000,000 plus
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Farmers and Ranchers

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

  • ADPA®

    Accredited Domestic Partnership Advisor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Pets
  • Reading
  • Real Estate

Team Members

  • Kay Stapleton
    Sr. Branch Office Administrator
  • Kelly McCaughan
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(805) 466-0244

Fax

(888) 466-1425

Office Address

6945 San Luis Avenue
Atascadero, CA 93422opens in a new window

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