Kris Sorensen - Wealth management approach

I help my clients successfully manage their wealth by forming relationships with them. These partnerships allow us to explore what my clients are striving for and identify their expectations and goals. This depth of knowledge allows me to make informed decisions and advise them on a personal, not formulaic basis. Collaborating with my clients makes them feel comfortable with the choices we make. I help them grasp the investment vehicles we utilize to accomplish their goals.

I firmly believe that diversification is the key to help mitigate risk. Depending on my clients' preferences we may utilize any number of investment vehicles including: individual equities, individual bonds, money managers and mutual funds, all picked and organized in conjunction with RBC Wealth Management.

RBC Wealth Management gives me access to wealth management professionals with unique areas of expertise who work with me to help my clients accomplish their objectives. Some of these professionals' specialty areas include: High Net Worth Wealth Strategies, Trust Services, Insurance, Retirement Plan Services, Credit & Lending and International Solutions. For fixed income solutions, I work closely with RBC Wealth Management's world-class San Francisco Bond Desk.

My approach integrates my clients' objectives into a personalized plan that can be updated as life changes occur. Together with my clients, I combine basic and sophisticated investment planning tools with professional resources to help match their goals with personalized solutions. My process includes:

Understanding Your Financial Objectives
Gathering Your Current Financial Information
Implementing Thoughtful and Creative Solutions
Providing Timely, Ongoing Service and Communication

Wealth management professionals

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

Cyndy Ranzau

Wealth Strategist

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.