What are the opening hours?

Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Carl Kunhardt, CFP, CIMA

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United States
Dallas, TX
Carl Kunhardt, CFP, CIMA

I help families make better decisions about their wealth and meeting their financial goals .... beca Thank you for your understanding.

Carl is a wealth advisor and shareholder with Quest Capital Management, a Dallas, TX based independent fee-based wealth management and comprehensive financial planning firm. Our goal from the begining has been to help our clients wishing to make better decisions about their wealth meet their goal. Working principally with individual families, our clients are successful people who respect professional and objective advice and are willing to make decisions and take action. Additionally, Carl is an experienced financial neutral and advocate of collaborative divorce resolution. A retired US Marine officer and Naval Aviator, he is married to his high school sweetheart and has two grown daughters. Specialties: Financial Planning , Portfolio Management , Retirement Planning, College Savings , Cash management and tax planning , Estate Planning , Life Insurance , Disability Insurance , Long-Term Care , Business Transition Planning, Collaborative Divorce Mediation*. FINRA regulations preclude me from giving or accepting recommendations. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

10/17/2021

On our way down to Mexico … again! Why do we bother leaving?!?!?

10/27/2020

It's a tricky topic, but it's an important one. How to start conversations with your family around inheritance: https://go.rjf.com/3cSsWoV

10/26/2020

In our latest episode of For What It's Worth, Chief Economist Scott Brown sheds light on recent employment data, the national debt, the ongoing economic recovery and what investors may see in 2021. Listen here:

www.raymondjames.com

10/23/2020

See the upsides to estate planning at an earlier age and adjusting as you go in this U.S. News & World Report article.

money.usnews.com

10/22/2020

After setbacks for charities this year, giving has roared back in interesting ways. See it in this Forbes article.

www.forbes.com

10/21/2020

What do Presidents Reagan and Obama have in common? The same favorable market conditions that whoever occupies the White House next January could share with them.

www.blog.invesco.us.com

10/21/2020

What is a representative payee and how do they help? Learn more about protecting your Social Security:

www.raymondjames.com

10/20/2020

More than 64 million Americans will see a 1.3% increase in their Social Security benefits beginning in January of 2021. Learn more here.

www.raymondjames.com

10/20/2020

The COVID-19 outbreak has certainly created challenges to everyday life and higher education is no exception. Many college students have responded by taking a gap year or opting for reduced course loads. How does this impact your 529 plan?

www.raymondjames.com

10/19/2020

Washington Policy Analyst Ed Mills discusses past U.S. presidential elections and how historical outcomes have correlated with the stock market performance.

www.raymondjames.com

10/19/2020

Through the course of 25 minutes, hear from Raymond James Cyber Security Professional, Marcus Cavil, in RJ's "For What It's Worth" podcast, as he explores how the cybersecurity landscape has changed as many of us have shifted to remote work in response to COVID-19.

www.raymondjames.com

03/11/2020

For a technical view on current portfolio strategy, read the latest Weekly Market Guide:

www.raymondjames.com

Address

8117 Preston Road, Ste 700
Dallas, TX
75225

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Website

http://QuestAdvisor.com/

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