Kent Kuhlmann Email & Phone Number

960 School Street, Napa Ca 94559

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1455 First Street, Suite 215, Napa, Ca 94559

I started in the wealth management field because I saw a real need to truly educate and take people by the hand and guide them through the complex world of personal finance. Cutting my teeth first in the life insurance world took me deep inside the lives of my clients and truly showed me the value and the gift associated with good planning. My parents, who grew up in the Great Depression raised me with conservative fiscal values and a solid moral compass to be of service. After leaving my former partners at Retirement Capital Strategies in Silicon Valley and creating Kuhlmann Associates Financial in Napa, CA in 2010, I subsequently joined Carson Group Partners in 2015, an alliance of like-minded firms with a goal to truly serve their clients. Providing that moral compass is part of our mission - offering you first class service, the cornerstone of our business plan. That kind of dedication has placed our firm in a category all by itself. Carson Wealth Management Group is consistently named one of the top independent firms in the nation by elite financial publications*. When you meet my team, you'll understand why. We serve a distinct customer base and, for the benefit of our existing clients, we will only accept a limited number of new clients every year.

1455 First Street, Suite 215 Napa Ca 94559

Comprehensive financial planning and investment management specializing in retirees and financial consequences of divorce.

Bs, Business Administration

Activities and Societies: Advertising Manager Daily Aztec

Education record