MITCH KRAMER, MBA, CFP®
FOUNDER & CEO
Welcome to Fluent Financial! You’ve worked hard to become successful. We understand that.
Our comprehensive approach can help you take better control of your financial destiny. We are a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.
I started Fluent Financial in 1996 and have focused on financial planning in the Dallas area for over 20 years. I am a Certified Financial Planner® and earned a BBA in Finance from Texas Tech University and a MBA with an emphasis on Strategic Planning from the University of Texas at Dallas.
Since starting Fluent Financial, we have been recognized as a Five Star Wealth Manager, one of the leading wealth managers in Texas by Forbes, and WomenCertified with the Women’s Choice Award.
How can we help you?