Tanner Kohl, Financial Advisor

FINANCIAL ADVISOR
Tanner M Kohl

CFP®
438 South Murphy Ave Suite 201, Sunnyvale, CA 94086opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Aviation
  • Motorcycles
  • Golfing
  • Traveling
  • Vintage Cars

Team Members

  • Carmen Chavarria
    Branch Office Administrator
  • Vera Mae Laver
    Branch Office Administrator
  • Diamond Tang
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(408) 732-9532

Fax

(866) 410-9481

Office Address

438 South Murphy Ave Suite 201
Sunnyvale, CA 94086opens in a new window

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