Directory

>

Cfp Brandt Kuhn

avatar

Cfp Brandt Kuhn

Managing Director and Partner | Beacon Pointe

United States

View contact details (it's free)

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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Cfp Brandt Kuhn

Work Experience

company logo

Managing Director and Partner at

Beacon Pointe

July 2017 - Present

company logo

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

Logos provided by Logo.dev

Cfp Brandt Kuhn

Education

University of California, Los Angeles, Personal Financial Planning Certificate

January 2009 - January 2010

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

mail

*****@beaconpointe.com

Colleagues

avatar
Bruce Meyer Jd

Partner, Senior Managing Director

avatar
Mike Breller

Managing Director, Institutional Consulting

avatar
Shannon Eusey

Member Board Of Directors

avatar
Cfp Joe Ramos

Partner, Managing Director

avatar
Cfp Kelly Digonzini Mst

Director of Financial Planning

avatar
Cfp David Le

Chief Technology Officer / Wealth Advisor

avatar
Rebecca Smith

Wealth Advisor

avatar
Marc Wolff

Partner, Managing Director

avatar
James Davenport

Managing Director, Partner

avatar
Lauren Meixel

Director of Operations

View Contact details (it's free)
Request Profile Removal