Edward Jones - Financial Advisor: Tanner M Kohl, CFP®
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 1995 El Camino Real Ste 302, Santa Clara, CA 95050
- Phone
- (408) 469-4756
- Website
- edwardjones.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–4:30 PM
- Tuesday: 8 AM–4:30 PM
- Wednesday: 8 AM–4:30 PM
- Thursday: 8 AM–4:30 PM
- Friday: 8 AM–1 PM
- Saturday: Closed
- Sunday: Closed
About
At Edward Jones - Financial Advisor: Tanner M Kohl, CFP®, we help individuals and families in Santa Clara and across the South Bay plan for their financial future with personal, straightforward guidance. Our practice focuses on financial consulting and investment services, helping clients build and manage portfolios that align with their goals and their comfort with risk.
We take the time to understand each client's situation, so the advice we offer fits real life rather than a one-size-fits-all template. As a Certified Financial Planner™ professional, we bring a planning-focused approach to every conversation, looking at the full picture from saving and investing to long-term goals.
Whether you are just getting started or refining an existing plan, we aim to explain each step clearly so you feel confident in your decisions.
Book a consultation through our booking page to start the conversation.
We take the time to understand each client's situation, so the advice we offer fits real life rather than a one-size-fits-all template. As a Certified Financial Planner™ professional, we bring a planning-focused approach to every conversation, looking at the full picture from saving and investing to long-term goals.
Whether you are just getting started or refining an existing plan, we aim to explain each step clearly so you feel confident in your decisions.
Book a consultation through our booking page to start the conversation.