K. C. Kuehn
Financial Planner committed to walking alongside families to help them realize their financial objectives
- Role
- Financial Planner at Osaic
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About K. C. Kuehn
K.C. adheres to Osaic FA’s philosophy – “Serve First, Last and Always” – which was…
Experience
Financial Planner
Nov 2007 — Present · San Francisco, CA, US
Executive Parkway #400San Ramon, CA 94••••••••20Securities and investment advisory services offered through Osaic FA, Inc, member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CRN-70••••••••24
Education
UC Santa Barbara
Bachelor's Degree, Business Economics
1997 — 2001
Skills
- Estate Planning
- Portfolio Management
- Wealth Management
- Irrevocable Life Insurance Trusts
- Business Owner Planning
- Strategic Financial Planning
- Life Insurance
- Investment Strategies
- Retirement Income Strategies
- Risk Management
- Investment Management
- Business Succession Planning
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