2020 NAPFA Fall Conference Speaker
Kelli Cruz
Kelli Cruz, Founder Cruz Consulting Group (CCG). Kelli works closely with advisory firm owners and executives of financial services institutions by helping them realize their true potential. Through human capital consulting engagements in organizational design, compensation planning, performance management, and succession planning, Kelli helps to builds talent wealth for her clients.
Prior to starting CCG, Kelli was a director in Advisor Services at Charles Schwab and has founded InvestmentNews Adviser Solutions and oversaw advisor consulting engagements and the InvestmentNews/Moss Adams research studies. She is a frequent speaker at national industry conferences and a regular columnist for Financial Planning on practice management related topics.
Prior to starting CCG, Kelli was a director in Advisor Services at Charles Schwab and has founded InvestmentNews Adviser Solutions and oversaw advisor consulting engagements and the InvestmentNews/Moss Adams research studies. She is a frequent speaker at national industry conferences and a regular columnist for Financial Planning on practice management related topics.
