--- title: "Tony Krvaric | Financial Advisors" description: "Tony Krvaric at Krvaric Capital & Risk Management in San Diego, California. Born and raised in Sweden, Tony Krvaric was inspired by Ronald Reagan’s…" url: https://financialadvisors.com/advisors/tony-krvaric/ --- [← Back to Advisors](https://financialadvisors.com/advisors/) ![Tony Krvaric](https://financialadvisors.com/wp-content/uploads/2023/06/2103171615998584TonyKrvaricProfilePhoto-Square-Centered-800px.jpg) # Tony Krvaric Krvaric Capital & Risk Management Wealth Management Certified Exit Planning Advisor (CEPA) Other Email Advisor Link Copied! ## About Born and raised in Sweden, Tony Krvaric was inspired by Ronald Reagan’s optimism and unshakable belief in free enterprise, individual liberty and limited government, vowing to one day come to America and pursue his own American Dream. In 1992 he arrived in San Diego and started his own business in the computer industry. Six years later he discovered his passion; helping individuals make smart financial choices – and joined A.G. Edwards & Sons as a full service Financial Consultant. The first part of Tony Krvaric’s American Dream came true in May of 2003 when he was naturalized as an American citizen, calling it “one of the proudest days” of his life. His first vote as citizen was to recall California Governor Gray Davis and sadly he never got to meet his childhood hero President Reagan in person. After a large bank bought A.G. Edwards in 2007 the “client first” mentality changed and Tony founded Krvaric Capital & Risk Management – a boutique, independent financial services firm focused on helping select individuals and families grow, protect, and distribute wealth. The firm’s clients are typically current or retired entrepreneurs who value professional relationships based on trust and shared values. The firm employs the 10-step “Krvaric Process” to help their clients reach their goals. In his spare time Tony Krvaric engages in causes that advance freedom and honor America’s founding principles. He is Chairman Emeritus of the chairman of the Republican Party of San Diego County – where he served for 14 years as volunteer chairman, charged with electing and re-electing Republicans to all levels of government. Tony lives in the Scripps Ranch area of San Diego with his wife and their four children (“three boys and a princess.”) The family attends St. Michael’s Catholic Church in Poway where Tony is a proud Brother Knight. Investment Philosophy We employ the Bucket Strategy® framework - an institutional-level approach to meeting the many obligations of modern life. > Croatian by blood, Swedish by birth, American by choice! ## Photo Gallery ![Our Office](https://financialadvisors.com/_emdash/api/media/file/d536e3ca699a4eed93e70d4a3b344042.png) Our Office ## Firm Information ![Krvaric Capital & Risk Management logo](https://financialadvisors.com/wp-content/uploads/2023/06/2103171615999646KrvaricLogo_PMS_2016_slogan_700x325.png) Firm Krvaric Capital & Risk Management Location San Diego, California Position President, Wealth Manager Agency Type Broker Dealer Firm CRD# 6413 About Firm We are a boutique firm, founded on the core values of independence, “client first” mentality, and developing deep client relationships based on trust and shared values. We employ the Bucket Strategy® framework - an institutional-level approach to meeting the many obligations of modern life. Our founder Tony Krvaric, with over two decades of experience, has developed the 10-step “Krvaric Process” which we employ to help our clients make smart choices with their money that are properly aligned with their life goals. Our clients are typically current or retired entrepreneurs who value professional relationships based on trust and shared values. Firm Location ## Professional Details Advisor CRD# 3013654 Fiduciary Yes — acts in your best interest Compensation Assets Under Management (AUM) • Fee-Based • Commission Designations Certified Exit Planning Advisor (CEPA) Other Licenses Series 7 Series 66 Life and Disability Annuities ## Investment Information SEC Form ADV [View Form ADV →](https://static.fmgsuite.com/media/documents/fad43095-cf2c-4aa0-95cf-f946099380f8.pdf) Form CRS [View Form CRS →](https://www.lpl.com/content/dam/edam/format/disclosure/relationship-summary/form-crs-lpl-2026.pdf) ## Practice Focus Specialties - Estate Planning 25% - Financial Planning 25% - Tax Planning 25% - Wealth Management 25% Preferred Client Type - Baby Boomers 25% - Business Owners 25% - Elected Officials 25% - Gen X 25% ## Education Years of Experience 28 Education **Heleneholmsskolan** — Bachelors (1986–1990) Previous Work Experience ![A.G. Edwards & Sons logo](https://financialadvisors.com/_emdash/api/media/file/514c702b37954191ae7ca6618b4fc0ee.png) **A.G. Edwards & Sons** (1998–2007) ## About Me Accomplishments - Marrying a wonderful woman and raising four independent-thinking children who love their country and appreciate their Swedish and Croatian roots. Words to Live By God, Family, Country Hobbies & Interests Baseball History Investing Music Video Games Favorite Sports Teams San Diego Padres Languages Spoken Croatian English Swedish Fun Facts Favorite Travel Destinations We are in San Diego, which is perfect in many ways, but my two other favorite travel destinations are anywhere in Sweden and Croatia - two amazing countries with a special place in my heart. Currently Reading The Law by Frederic Bastiat Music I enjoy all types of music but particularly enjoy electronic music. Something You Might Not Know While I am very convicted - and passionate - about my conservative values and world outlook, I thoroughly enjoy discussing with someone of an opposite view, as long as it's in good faith. Best News Ever Received On the same day my wife back in 1998 and I found out we were pregnant with our first child and was offered my first position in the financial services industry. It was a special day indeed. Favorite Movies WarGames, Red Dawn, and The Princess Bride Favorite Memento A signed letter from President Ronald Reagan that I requested as a young boy, growing up in Sweden. At an early age I was smitten by America and vowed to one day immigrate and pursue my American Dream. ### Contact Information Email Advisor Thanks! Your message has been sent. [(858) 451-9700](tel:8584519700) Address 16789 Bernardo Center Dr ### At a Glance Founded 1998 ### Links [Website](https://www.krvariccapital.com/) [SEC Form ADV](https://static.fmgsuite.com/media/documents/fad43095-cf2c-4aa0-95cf-f946099380f8.pdf) [Form CRS](https://www.lpl.com/content/dam/edam/format/disclosure/relationship-summary/form-crs-lpl-2026.pdf) [BrokerCheck Profile](https://adviserinfo.sec.gov/individual/summary/3013654) ### Connect [LinkedIn](https://www.linkedin.com/company/krvaric-capital/) [Facebook](https://www.facebook.com/KrvaricCapital/) [X](https://x.com/krvariccapital) [Instagram](https://www.instagram.com/krvariccapital/) [YouTube](https://www.youtube.com/@KrvaricCapital) --- Source: https://financialadvisors.com/advisors/tony-krvaric/ Site index for AI agents: https://financialadvisors.com/llms.txt Agent directory: https://financialadvisors.com/agents.json