Mitchell Kraus, CAP^®, CFP^®, CSRIC, CLU, ChFC, CEPA, CHSNC^®

Mitchell Kraus has been helping clients plan for their financial future since 1993. He and his father, Arthur, established Capital Intelligence Associates in 2003 as a comprehensive resource for independent and specialized financial guidance.  Their mission is to help clients go beyond building wealth and to help them create a legacy.

Mitchell loves his work in helping their clients and looks forward to another 30+ years serving his clients and the local community.  While named by Money and the Financial Planning Association as a "Best Financial Planner" for 2024* and a Los Angeles Five Star Wealth Manager** , he is always trying to get better.  Mitchell travels to 3-5 conference each year, is a member of 2 study groups, and has 7 Industry credentials:

       CERTIFIED FINANCIAL PLANNER® ***

·         Certified Life Underwriter (CLU)

·         Chartered Financial Consultant (ChFC)

·         Chartered Advisor in Philanthropy (CAP®)  

·         Chartered Special Needs Consultant (ChSNC®)

·         The Chartered SRI Counselor™ (CSRIC™)

·         Certified Exit Planning Advisor (CEPA®)

Mitchell spends most of his time working, volunteering, and enjoying time with his wife, Cynthia, and son, Zachary.  In his free time, he loves to travel, explore diverse culinary experiences, and to keep on learning.

Current Book: The Story of Stories, by Kevin Ashton

Current Audio Book: Uncivil Agreement, by Lilliana Mason

Favorite Podcasts: Left, Right & Center, Good Food, Ologies

Last trip: East Coast College Tour and Seeing Clients

Next trip: Nebraska - Wedding

BrokerCheck

* Award based on 34-question survey that asked about themselves and the ways they work.  For complete criteria, please visit How We Chose the Best Financial Planners of 2024 | Money

** Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014- 2025 Five Star Wealth Managers.

***Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.