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.
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
My Personal Interests
Office Address4855 Atherton Ave Ste 100
San Jose, CA 95130
Phone NumberTanner M Kohl at (408) 370-6554
|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|
- Web Conferencing
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