Carl J. Kunhardt, Cfp®, Cima®, Aep® Email & Phone Number

Carl joined Mercer Advisors in October 2021 when Quest Capital Management merged with Mercer Advisors. Carl joined Quest in 1997 and was named partner in 2003. His customized approach to working with clients and other members of a financial planning team comes from years of leading professional and technical staffs through problem solving to find solutions. From these years of experience, he has helped families transform undefined goals into actionable strategies designed to meet those goals. The skills he acquired in his previous career in the United States Marine Corps contribute to his discipline and thoroughness in providing families with insight into achieving their financial goals. This skillset helps him deliver innovative and strategic solutions that focus on building his clients’ wealth, managing and preserving it, and ultimately helping him make a positive difference in their lives.Carl specializes in working with busy professionals and has an expertise in investment strategies to build and maintain wealth, retirement distribution solutions and estate planning. Outside of the office, Carl’s interests include guitars, golf, scuba diving, underwater photography, sailing, management and leadership.-Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.-Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CIMA®”, “CPWA®”, “Certified Investment Management Analyst®”, and “Certified Private Wealth®”. Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.

Listed skills include Retirement Planning, Estate Planning, Wealth Management, Strategic Financial Planning, and 24 others.