Why_cruz_team

We are the team that clients need…

There is no denying the power of the team and the benefit of different perspectives.  Business owners sometimes need the fresh perspective of a third-party, but one equally vested in its success.  We can take another look at what you’ve built and help to better allocate resources between your personal and business finances.

Why_cruz_experience

We have the experience that clients prefer…

Having developed successful finance careers with increasing responsibility within both Fortune 100 multi-nationals as well as small businesses, the principals of CruzCampbell have accumulated over forty years of financial expertise. It is a special and varied expertise derived from leading the global auditing initiatives of a Fortune 100 automaker, orchestrating the entire redesign of the financial technology and infrastructure of a multi-billion dollar asset management firm, managing the global treasury operations of one of the largest industrial giants in business, and by leading the credit strategy to support the growth of one of the most recognized media brands in the world. We will draw upon these and other experiences to deliver high quality solutions to your business.

Why_cruz_results

We achieve the results that clients demand…

We believe it a privilege to be a part of your long-term plans.  But now that your business is growing, do you know how much money is coming in and where it needs to go?  Having already helped clients in industries ranging from medicine to tax advisory services, we understand how to let you take care of your clients while we create a plan to grow your business and enable you to meet your personal objectives. We’ll identify where your business is going in the next six months, one year, and five years.