Karl Kohne

Financial Planning Associate

Making money is hard; spending it is easy; saving it is tough; investing it is tricky; giving it is fulfilling.

I love financial planning for three reasons: I love talking to people, I love helping others with financial education, and I love solving puzzles!

I first got interested in financial planning at a young age and working full time with zero expenses. I realized that I had no idea what to do with my money! I talked to an advisor and I was hooked. A few months later I decided to go to California Baptist University to earn a Bachelor of Science in Finance with a concentration in Financial Planning.

When I’m outside of the office you can find me spending time with my family, learning anything I can through reading, or hiking around Southern California.

Bucket List: Explore Europe with my family and friends.

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