Mrs Kelly Cruz

TEP

Membership category: Full Member i

'TEP' status denotes full membership of STEP and is the top level of STEP membership. TEPs are fully qualified practitioners with proven qualifications and experience. They can use the letters 'TEP' after their name. TEPs must adhere to STEP's Code of Professional Conduct.

Aspiriant

114 Pacifica Court, Suite 340
Irvine
CA
92618
United States of America

Email: kcruz@aspiriant.com

Practice Areas: Charity formation/administration, Estate planning/administration, Family office, Philanthropy, Trust planning/administration, Tax Advisory - Trusts and estate planning, Succession planning

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Profession:

Estate Planner

Firm:

Aspiriant

Branch/Chapter:

STEP Orange County

Committees:

Orange County Branch Committee

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