Matthew Kuhn, CFA, AIF®
Advice with integrity and passion.
When my father passed away at the much-too-young age of 54, I was in the Air Force and working on my engineering master’s degree. My mom took what little money she and my father had along with the life insurance to a family friend who worked in the investment field. The investment he made turned out to benefit him more than it did my mother. That experience was life changing. I stopped working on my engineering masters and instead pursued and earned an MBA.
Ever since, my passion has been to provide advice with integrity and to educate our clients so they can make informed decisions about their finances.
There are no stupid questions, just an intelligent person seeking knowledge.
Credentials: Accredited Investment Fiduciary®, Chartered Financial Analyst®, MBA (Finance)
Contact me: firstname.lastname@example.org
310-791-3226 ext. 101
To construct low cost, sensible portfolios to meet the long term goals of our clients.
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