Kris Truter, Financial Services Professional with Nylife Securities LLC

Kris Truter, Financial Services Professional with Nylife Securities LLC Registered Representative offering securities products and services through NYLIFE Securities LLC. (Member FINRA/SIPC), A Licensed Insurance Agency.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Additionally, I am a R

egistered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Address:
25124 Springfield Ct
Suite 170
Valencia, CA 91355
Office: 661-627-9800
Text: 661-990-8069

My California license insurance number is 4483910

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

06/05/2026

I’m proud to serve as both a financial professional and a financial educator. My goal: to make financial education more accessible to the people in our community.
If you’re involved with a business, nonprofit, or local organization, I’d love to explore how we can bring a complimentary workshop, one-on-one personal education sessions, and a Balance Wellbeing learning hub to your group. Reach out and let’s make it happen!

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Re...
06/03/2026

Many people don’t realize they may have retirement plan accounts sitting untouched from a past job. The free U.S. DOL Retirement Savings Lost & Found site: https://bit.ly/4xa8Hvy may help you find out. If it turns out that you are owed a retirement benefit, those funds can still be used to support your future. Let’s talk through your options, from rollovers to how these funds might fit into your bigger retirement picture.

Financial knowledge is the key to making confident money decisions. Whether you're planning for the future, managing deb...
06/02/2026

Financial knowledge is the key to making confident money decisions. Whether you're planning for the future, managing debt, or building wealth, the right guidance makes all the difference. This , let’s take the next step together—reach out today for a chat about your financial goals!

06/02/2026

The lessons that matter most are reflected in what we do every day. Each thoughtful choice helps shape the next generation’s path.
I work with families to protect what they’ve built and help make their vision for the future a reality.
Let’s start the conversation today.

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergenc...
06/02/2026

How would you cover a $1,000 bill for urgent costs? Use a credit card? Get a family loan? Far better to have an emergency fund. Here's how to set it up quickly.

You’ve probably seen how expensive driving is becoming, so you may want to consider alternative transportation for short...
06/02/2026

You’ve probably seen how expensive driving is becoming, so you may want to consider alternative transportation for short-distance trips.

With gas prices averaging more than $4 per gallon, small changes can lead to big savings.

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four ...
06/02/2026

Here’s an overview of what your first meeting with a Financial Advisor might look like, six questions to ask – and four red flags.

Expect​ a good advisor to spend most of the first meeting asking about your goals, risk tolerance, family, investments, charitable giving and ground rules.

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill you...
06/02/2026

Too much free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

An abundance of free time in retirement can come as a shock after decades of working. How can you ensure you don't overfill your days or let too many drift by?

Address

25124 Springfield Court, Suite 170
Santa Clarita, CA
91355

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+16616279800

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