Jimmy Kuhn, CFP®

Jimmy Kuhn is a seasoned, independent Certified Financial Planner™ (CFP®) with over 25 years of experience in the financial services industry. He earned his CFP® designation in 2006 and has been dedicated to helping individuals, families, and business owners achieve their financial goals since 1998.

Early in his career, Jimmy spent a decade at Morgan Stanley, where he honed his expertise in wealth management and investment strategies. In 2010, he made the transition to independence, joining American Portfolios (now Osaic). This move allowed him to operate free from the conflicts of interest common in the industry—he represents no bank, brokerage, or insurance company and maintains no proprietary product agendas.

Jimmy specializes in comprehensive financial planning, including:

•  Portfolio management

•  Retirement income planning

•  College planning

•  Family and business continuity planning

•  Business retirement plans

Known for his client-first approach and commitment to independence, Jimmy provides unbiased, fiduciary-level guidance tailored to each client’s unique situation