Please complete the CAPTCHA to continue
@mpfi.com
✓
3 phones found area 925
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Eric Kuhns is listed as Investment Advisor Representative - Monarch Financial Solutions at Monarch Financial Solutions, based in Alameda, California, United States. AeroLeads shows a work email signal at mpfi.com, phone signal with area code 925, and a matched LinkedIn profile for Eric Kuhns.
Eric Kuhns previously worked as Investment Advisor Representative at Monarch Financial Solutions and Regional Vice President at The Pacific Financial Group, Inc.. Eric Kuhns holds B.S., Hotel Management from University Of Nevada-Las Vegas.
This section adds company-level context without repeating Eric Kuhns's masked contact details.
AeroLeads found 1 current-domain work email signal for Eric Kuhns. Compare company email patterns before reaching out.
I help pre-retiree GenX and Millennials address their financial concerns head-on whether that be how to save for retirement on their terms, plan on how to pay for their children's education, or care for aging parents. While its never too late to start, the first steps to developing financial plans include creating healthy habits and finding a partner to help keep the process on track.
Listed skills include Sales Management, Investments, Financial Planning, Account Management, and 9 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
California, United States
Securities are offered through Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member of FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Monarch Financial Solutions and Cambridge are not affiliated.
Southern California - Greater Los Angeles
Regional business consultant to independent financial advisors and Registered Investment Advisors who are looking for new ways to efficiently grow the fee-based side of their practices. By helping advisors implement The Pacific Financial Group's managed account solutions for pre-retiree clients who are otherwise ignored by the financial advisory industry, I have participated in growing TPFG from $400 million to $4 billion in AUM as of year-end 2021. Hold NASAA Series 65, Uniform Investment Advisor license.
San Francisco Bay Area
Business consultant to financial advisors for MacKenzie Capital Management's private real estate investment funds marketed through independent broker-dealers and Registered Investment Advisors. While starting as internal sales support, gradually increased responsibility to handle broker-dealer relationships and managed the Western Region as external sales manager. Working with advisors and their clients, I helped successfully close over a dozen private placement offerings for accredited investors. Hold Series 7 & Series 66 FINRA registrations.
San Francisco Bay Area
Account manager consulting for some of American Airlines corporate and travel agency clients in the Northern California region. Helped corporate travel departments develop and implement policies that saved their employers money while also giving their employees access to the most flexibility and recognition when flying.
Oversight of onboard food & beverage service for public and private yacht charters.
Quick answers generated from the profile data available on this page.
Eric Kuhns works for Monarch Financial Solutions.
Eric Kuhns is listed as Investment Advisor Representative - Monarch Financial Solutions at Monarch Financial Solutions.
AeroLeads has found 1 work email signal at @mpfi.com for Eric Kuhns at Monarch Financial Solutions.
AeroLeads has found 3 phone signal(s) with area code 925 for Eric Kuhns at Monarch Financial Solutions.
Eric Kuhns is based in Alameda, California, United States while working with Monarch Financial Solutions.
Eric Kuhns has worked for Monarch Financial Solutions, The Pacific Financial Group, Inc., Mackenzie Capital Management, Lp, American Airlines, and Hornblower Cruises & Events.
You can use AeroLeads to view verified contact signals for Eric Kuhns at Monarch Financial Solutions, including work email, phone, and LinkedIn data when available.
Eric Kuhns holds B.S., Hotel Management from University Of Nevada-Las Vegas.
Eric Kuhns is listed with skills including Sales Management, Investments, Financial Planning, Account Management, Financial Services, Securities, Alternative Investments, and Financial Analysis.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Eric Kuhns you were looking for.
