As a lifelong resident of the Silicon Valley, I find it a privilege to be an impactful contributor to the success of innovators. With a B.A. degree in economics from UC Davis and several years' experience in financial services, I am able to combine a passion of lifelong learning with the ability to make a significant impact on clients' financial goals.
I find the connections I make with individuals, families and businesses to be rather inspiring. Being able to get involved and give back to the community I was born and raised in is an incredible opportunity. I am a proud member of the Almaden Valley Rotary Club.
On the weekends, I enjoy time with my wife, Natalie, and our dog, Maverick. We enjoy wood working, hiking or walking (especially for coffee), camping and spending time with our family.
Focus areas
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
- Aviation
- Volunteering
- Motorcycles
- Golfing
- Traveling
Office Information
Phone Number
Tanner M Kohl at (408) 370-6554Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 05:00PM |
| Tue | 08:30AM - 05:00PM |
| Wed | 08:30AM - 05:00PM |
| Thu | 08:30AM - 05:00PM |
| Fri | 08:30AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | Closed |
Additional Hours
- Web Conferencing
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