Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®

Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®

Owner

Followers of Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®1000 followers
location of Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®Santa Monica, California, United States

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  • Timeline

  • About me

    User

  • Education

    • Exit Planning Institute

      2024 -
      Certified Exit Planning Advisor®
    • College for Financial Planning

      -
      Chartered SRI Counselor™ (CSRIC™)
    • The American College of Financial Services

      -
      Chartered Special Needs Consultant ChSNC®
    • College for Financial Planning

      -
      Certified Financial Planner® (CFP®)
    • The American College

      -
      Chartered Financial Consultant (ChFC)
    • The American College

      -
      Chartered Life Underwriter (CLU)
    • The American College

      2012 - 2013
      Chartered Advisor in Philanthropy (CAP)
    • University of Pennsylvania

      1989 - 1993
      Bachelor of Arts (BA)
    • Harvard-Westlake School

      1983 - 1989
  • Experience

    • Capital Intelligence Associates

      Jun 2003 - now
      Owner
    • Capital Intelligence Advisors

      Jun 2003 - now
      Financial Planner
  • Licenses & Certifications

    • UniFi by CAIA™ Fundamentals of Alternative Investments Certificate

      CAIA Association
      Mar 2025
      View certificate certificate
  • Honors & Awards

    • Awarded to Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®
      Santa Monica Sustainable Quality Awards Excellence in Social Responsibility City of Santa Monica Apr 2025 Awarded annually, the SQA promotes the efforts of local businesses making significant achievements in the areas of sustainable economic development, social responsibility, and stewardship of the natural environment. The SQA nurtures Santa Monica’s sustainable business community, inspiring other businesses to adopt their own sustainable practices and providing residents and visitors with a healthy economy and environment. The SQA Grand Prize is given for combined excellence in… Show more Awarded annually, the SQA promotes the efforts of local businesses making significant achievements in the areas of sustainable economic development, social responsibility, and stewardship of the natural environment. The SQA nurtures Santa Monica’s sustainable business community, inspiring other businesses to adopt their own sustainable practices and providing residents and visitors with a healthy economy and environment. The SQA Grand Prize is given for combined excellence in Sustainable Economic Development, Social Responsibility, and Stewardship of the Natural Environment. Specific excellence awards are given to businesses with outstanding achievements in any one of the three areas. Show less
    • Awarded to Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®
      FPA/Money Best Financial Planners 2024 Financial Planning Association/Money Oct 2024 Award based on 34-question survey that asked about themselves and the ways they work. For complete criteria, please visit: https://urldefense.com/v3/__https://money.com/best-financial-planners/methodology/__;!!Cz2fjcuE!m5s7B-_11ZKOF-XQIcfp0D2yalQszKYvVozxoVTc6bVLQ8mO24D10G9rqFmjVRQO3yD59i689jsCyZjwLfxW7w$
    • Awarded to Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®
      Santa Monica Sustainable Quality Award Grand Prize City of Santa Monica and the Santa Monica Chamber of Commerce Apr 2015 “The Santa Monica Chamber of Commerce, the City of Santa Monica, and Sustainable Works have developed the Sustainable Quality Awards (SQA) to identify and recognize businesses in the Santa Monica area that are successfully incorporating sustainable practices into their operations. The SQA is an annual event that promotes the efforts of local businesses that have made significant achievements in the areas of sustainable economic development, social responsibility, and stewardship of the natural… Show more “The Santa Monica Chamber of Commerce, the City of Santa Monica, and Sustainable Works have developed the Sustainable Quality Awards (SQA) to identify and recognize businesses in the Santa Monica area that are successfully incorporating sustainable practices into their operations. The SQA is an annual event that promotes the efforts of local businesses that have made significant achievements in the areas of sustainable economic development, social responsibility, and stewardship of the natural environment. By recognizing these achievements, this awards program educates and inspires other businesses to adopt their own sustainable practices, thus helping Santa Monica become a model sustainable community, providing its residents and visitors with a healthy economy and environment” Show less
  • Volunteer Experience

    • Pro-bono financial planning, finance committee, investment committee

      Issued by WISE and Healthy Aging on Jan 2009
      WISE and Healthy AgingAssociated with Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®
    • Past President, Volunteer, Board Member, Committee Chair, Vice President, Treasurer

      Issued by Rotary Club of Santa Monica on Jan 2004
      Rotary Club of Santa MonicaAssociated with Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®
    • President

      Issued by Los Angeles Estate Counselors Forum on Sept 2023
      Los Angeles Estate Counselors ForumAssociated with Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®
    • President

      Issued by Rotary Club of Santa Monica on Jul 2025
      Rotary Club of Santa MonicaAssociated with Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®
    • Advisory council and board member

      Issued by Santa Monica Family YMCA on Jan 2010
      Santa Monica Family YMCAAssociated with Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®
    • Multiple leadership positions includings chair, director, VP, Nissan Open & Watts Summer Games Cmt.

      Issued by Los Angeles Junior Chamber of Commerce on Jan 1993
      Los Angeles Junior Chamber of CommerceAssociated with Mitchell Kraus, CFP®, CAP®, CSRIC, CLU, ChFC, ChSNC, CEPA®