Krvaric Capital & Risk Management

Krvaric Capital & Risk Management Boutique Firm providing Strategies for Managing, Protecting and Distributing Wealth | See full disclosures on our website.

We help select individuals and families make smart choices with their money, based on their specific goals and individual values, focusing on growing, preserving, and distributing wealth. We do this through the Bucket Strategy® framework, an institutional-level approach to meeting obligations. We further believe that there are "five F's" in life: Faith, Family, Friends, Fitness, and Finances. By p

artnering with us on Finances, our clients gain the peace-of-mind and clarity that allows them to focus more purposefully on their Faith, Family, Friends, and Fitness to live their best life, aligned with their values. Our clients take pride in having their finances in order, and enjoy a professional relationship based on trust and shared values. Note: LPL policy prohibits us from receiving professional recommendations on Facebook. The best recommendation you can give is a personal introduction to a friend or family member. Krvaric Capital & Risk Management | 16789 Bernardo Center Drive | San Diego, CA 92128 | Tel 858-451-9700 | www.KrvaricCapital.com

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Tony Krvaric is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC (www.finra.org, www.sipc.org). CA Insurance License 0C30071

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
06/02/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

Is there a role for both active and passive investments in your portfolio?
05/30/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
05/28/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
05/26/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often...
05/23/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Generate income and rebuild principal. A powerful one-two punch.
05/21/2026

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Do you need umbrella insurance? Find out more.
05/19/2026

Do you need umbrella insurance? Find out more.

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally,...
05/16/2026

The first year of retirement can feel exciting, uncertain, and everything in between. Here's what to expect emotionally, financially, and practically as you settle into this next chapter. Reach out if you'd like to talk through your transition.

Understand the key financial and lifestyle shifts that happen in your first year of retirement.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
05/14/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Learn more about whether you need to pay estimated taxes.
05/12/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Address

16789 Bernardo Center Drive
San Diego, CA
92128

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

Telephone

+18584519700

Website

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