Edward Jones - Financial Advisor: Tanner M Kohl, CFP®

Services Offered

• retirement planning
• education savings strategies
• tax-efficient investing

About

Tanner Kohl is a Certified Financial Planner (CFP®) and financial advisor based in Sunnyvale, California. He provides personalized financial planning and investment guidance to clients in the local area. Tanner specializes in retirement preparation, education savings strategies, and tax-efficient investing. His approach emphasizes face-to-face consultations to understand clients' unique financial goals and help them achieve long-term success.

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