Most of us want to have a better understanding of choices we are faced with as we address our unique life circumstances and take steps to achieve both our immediate and long term goals. With a background in finance, accounting, tax, and investments, we are a valued partner by approaching client objectives in a holistic and comprehensive manner; and developing strategies that help individuals and families understand their options and choose solutions as they travel through life.
Because both CFP® practitioners and CPAs have a high level of professional responsibility and accountability, requiring us to serve the client’s best interest first while adhering to the standards and ethical principals related to each certification, license, and credential; we maintain both the CFP® certification and CPA license after acquiring the CPA/PFS credential. We have a clear understanding of the need to deliver financial planning services with fiduciary accountability and transparency.
MEET TERIANN KRUSE
TeriAnn Kruse, CPA/PFS, CFP® is the founder of Tandem Views Investment Services, LLC. After owning a local CPA firm that focused on tax preparation, litigation support, and fraud investigations for 15 years, TeriAnn recognized that many of her firm’s clients needed investment and financial planning services from someone that had a better understanding of their full financial health. She became a CFP® and CPA/PFS and then opened her Registered Investment Advisory (RIA) firm.
- Education
- NASSA Investment Advisor Annual Continuing Education Requirements
- CERTIFIED FINANCIAL PLANNER® (2014-present)
- Series 63 (2010-present)
- Series 65 (2011-present)
- Certified Public Accountant (2000-present)
- Certified Fraud Examiner (2009-2014)
- Bachelor of Science, Business Administration – Accounting, Portland State University
- Memberships
- Financial Planning Association of Oregon and S.W. Washington
- American Institute of Certified Public Accountants (AICPA)
- Oregon Society of Certified Public Accountants (OSCPA)
CONTACT TANDEM VIEWS
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DISCLOSURES
TANDEM VIEWS INVESTMENT SERVICES PRIVACY POLICY
Tandem Views Investment Services, LLC (TVIS) is a state registered investment adviser. TVIS may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where TVIS and its Representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Nothing on this website should be construed as personalized investment advice, which can only be provided in one‐on‐one communications.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.