What are 3 words people use to describe you?
Intelligent. Funny. Forward-thinking
What are you most grateful for?
My family and friends, and the opportunities that I’ve received early in my career and life.
What gets you excited about life?
Setting and accomplishing my goals and helping people set and achieve their goals.
What is the best advice you have ever been given?
The best advice I’ve received is that you’re never ‘out of the game’. It’s not over until it’s over and the importance of persevering until the end because you never know what the outcome may be.
How do you define success?
Understanding what it will take to reach your goal, setting it and then surpassing it.
What is your proudest achievement?
Becoming a partner in a firm as special as Integrated Wealth Management.
What life lesson did you learn the hard way?
Perseverance and loyalty. My dad is a 30 year brain cancer survivor and he never gave up, even when all the odds were against him. And my mom, taught me loyalty through her constant and dedicated support to our family. Growing up, they taught me the importance of having both qualities in life.
What was the best book you’ve read and why?
Recently, the most influential book to me is “The Behavior Gap” by Carl Richards.
What does Your Life Integrated mean to you?
‘Your Life. Integrated.’ means having one place to go for well-thought advice for your life, finances, and otherwise. The Your Life, Integrated approach adds more value to the relationship, and gives our clients the knowledge of how all of the pieces of their life fit together.
Brandt Kuhn, CFP® joined Integrated Wealth Management in September 2009. As a Senior Vice President and Financial Advisor, Brandt develops Integrated Wealth Plans which help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit. In addition, Brandt specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. Brandt and Michele Sarna work as a team to develop comprehensive Integrated Wealth Plans and specialize in qualified retirement plan design, implementation, and administration.
After graduating from California Polytechnic State University, San Luis Obispo, with a Bachelor of Science in business administration and a concentration in financial management, Brandt came home to the Palm Springs area. He has passed the CERTIFIED FINANCIAL PLANNER™ Board examination. Brandt serves on the board of the Desert Recreation District Foundation, the Advisory Board of The First Tee of the Coachella Valley, and the Palm Desert Chamber of Commerce. He is also a graduate of the prestigious Leadership Coachella Valley program (’11) and serves on the Alumni Council. Brandt enjoys golf, snowboarding, and spending time with his wife and their black lab/beagle, Abby.