Directory
>
Cfp Brandt Kuhn
Cfp Brandt Kuhn
Managing Director and Partner | Beacon Pointe
United States
Cfp Brandt Kuhn
Summary
Brandt Kuhn is a Managing Director and Partner at Beacon Pointe Advisors, specializing in comprehensive financial planning and wealth management. With a focus on empowering clients through education and personalized strategies, he helps individuals and families navigate their financial journeys. Brandt's expertise spans various areas, including retirement planning, tax strategies, and estate planning, ensuring that his clients' financial goals align with their personal values. His commitment to client success is evident in his tailored approach, which emphasizes understanding individual aspirations and making informed decisions. Brandt's background in financial advisory and management consulting positions him as a trusted partner in wealth accumulation and management. He holds a Personal Financial Planning Certificate from UCLA and a degree in Business Administration from California Polytechnic State University. Outside of work, Brandt is passionate about values-based investing and helping clients achieve their life and legacy goals.
Cfp Brandt Kuhn
Work Experience
Managing Director and Partner at
Beacon Pointe
July 2017 - Present
Senior Vice President & Financial Advisor at
Integrated Wealth Management
September 2009 - July 2017
Financial Planning Assistant at
William Henry Crew Iii Financial Advisors
February 2006 - June 2008
Cfp Brandt Kuhn
Education
University of California, Los Angeles, Personal Financial Planning Certificate
January 2009 - January 2010
California Polytechnic State University, San Luis Obispo, Bs
January 2004 - January 2008
Frequently Asked Questions about Cfp Brandt Kuhn
What is Cfp Brandt Kuhn email address?
Cfp Brandt Kuhn's primary email address is *****@beaconpointe.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Brandt Kuhn work for?
Cfp Brandt Kuhn is a Managing Director and Partner at Beacon Pointe, a company specializing in Management consulting services.
Where Cfp Brandt Kuhn graduated from?
Cfp Brandt Kuhn holds a degree in Financial Planning from University of California, Los Angeles.
How can I directly contact Cfp Brandt Kuhn?
To contact Cfp Brandt Kuhn directly, you can use the email address *****@beaconpointe.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Brandt Kuhn?
Brandt Kuhn is a Managing Director and Partner at Beacon Pointe Advisors, specializing in comprehensive financial planning and wealth management. With a focus on empowering clients through education and personalized strategies, he helps individuals and families navigate their financial journeys. Brandt's expertise spans various areas, including retirement planning, tax strategies, and estate planning, ensuring that his clients' financial goals align with their personal values. His commitment to client success is evident in his tailored approach, which emphasizes understanding individual aspirations and making informed decisions. Brandt's background in financial advisory and management consulting positions him as a trusted partner in wealth accumulation and management. He holds a Personal Financial Planning Certificate from UCLA and a degree in Business Administration from California Polytechnic State University. Outside of work, Brandt is passionate about values-based investing and helping clients achieve their life and legacy goals.
Cfp`s contact details
*****@beaconpointe.com
Colleagues
Partner, Senior Managing Director
Managing Director, Institutional Consulting
Member Board Of Directors
Partner, Managing Director
Director of Financial Planning
Chief Technology Officer / Wealth Advisor
Wealth Advisor
Partner, Managing Director
Managing Director, Partner
Director of Operations