Carl Kunhardt, CFP, CIMA

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 professi

onal 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.

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

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