Scott Cruse Los Gatos
- Los Gatos US-CA
Works with high net-worth individuals and companies in financial and estate planning.
Wealth advising practice. Managing client assets and Estate needs.I design implement and life and financial plans for high net worth individual and corporations and foundations to meet there Wealth Management needs.
For nearly three decades, Scott Cruse has provided financial advisory services on behalf of Morgan Stanley of Los Gatos. While serving his clients in Los Gatos, California, Scott Cruse earned his certified investment management analyst certification from The Wharton School of the University of Pennsylvania. The certified investment management analyst certification program, also known as CIMA, is available in Philadelphia and San Francisco. In conjunction with the Investment Management Consultants Association (IMCA), University of Pennsylvania’s Wharton Education Center prepares students with the knowledge needed to pass examinations. Covering topics such as investment policy, asset allocation, and performance measurement, students who undergo the rigorous program and earn certification receive immediate recognition of their ability to offer advanced investment guidance. An industry recognized certification, CIMA represents the elite advisors of the financial industry. Averaging $230 million of assets under management (AUM) or more, CIMA-certified individuals follow strict ethical guidelines and are recognized internationally for their expertise. Furthermore, the certificate is accredited by the American National Standards Institute, the entity that works toward strengthening the United States’ position in the global marketplace.