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Financial Advice that Makes the Complex Simple

Meet Kent

 

Kent was born in Minnesota to older parents who lived through the Great Depression. He moved to what is now Silicon Valley in 1965. He grew up in Mountain View, California and learned values around money from very conservative perspective from a father who had been a stockbroker as part of his career. Early on, he had Kent buying hypothetical portfolios of stocks to help him understand the financial markets. Kent graduated from San Diego State University and started his career in the financial services industry in 1982 with Western Financial Planning in Solana Beach, California. After moving back to the Bay Area in 1984, Kent held several positions and eventually became Director of International Marketing and Sales for a technology company in Silicon Valley. He reentered the financial services in 1993 joining Lutheran Brotherhood, now Thrivent Financial. After an excellent start with emphasis in life insurance planning, Kent became an Independent Financial Advisor. His firm, Retirement Capital Strategies that he helped found as a managing partner, became a significant force. In 2005, RCS purchased an existing practice in Napa, CA and Kent moved to Napa leaving his partners to run the office in San Jose. In January 2010, Kent bought out the Napa practice, left RCS and started Kuhlmann Associates Financial dedicated to continuing to build a premiere wealth management practice. In 2016, Kent became a partner of Carson Group, out of Omaha NE, one of the fastest growing Registered Investment Advisors in the US.  In 2021, Kent decided to merge his practice with Carson Group to fully leverage all the tools, technology and personnel in order to serve clients with a comprehensive “wealth management” process.

Kent brings a lot of personal experience to his practice having been a business owner, losing his parents and going through the continuum of care as they aged, having been divorced and many other life experiences that add to his understanding and compassion for his clients.

Upon moving to Napa, Kent completed Leadership Napa Valley, a nonprofit leadership emersion program sponsored by the mayor and Chamber of Commerce. Kent is a past member of the Legislative Action Committee, a former board member of Trellis, the Napa Valley business incubator, the Napa Chamber of Commerce Executive Board, the Napa Symphony and Napa Think Tank. Kent currently serves on the Board of Jameson Humane and the Napa Valley Community Foundation Finance Committee.

Kent and his wife Jennifer reside in Napa. They have a son, Bodhi, born in 2013 and Kent has two grown stepdaughters, Ashley and Jessica and one Golden Retriever, Louise.

Kent raced sailboats, bicycles and triathlon for many years. In addition to being a private pilot, Kent rode his Harley all over the West, he enjoys kayaking and paddle boarding and other water sports. He and his family are avid campers and enjoy the outdoors. Kent has traveled through much of the world and enjoys great food and wine. Kent and Jennifer’s dream is to start a private foundation dedicated to the Holistic healing arts and alternative medicine.

 

Kent Kuhlmann is not registered with Cetera Advisor Networks LLC. Any information provided by this individual is provided entirely on behalf of CWM, LLC and is no way related to Cetera Advisor Networks or its registered representatives.