portrait of Tanner M Kohl

About Tanner

As a lifelong resident of the Silicon Valley, I find it a privilege to be able to serve the community I was raised in. With a Bachelor of Arts in economics from UC Davis and experience in financial services, I am able to combine a passion of lifelong learning with the ability to make a significant impact on challenges that face investors up to and through retirement in Silicon Valley.

My branch team and I work hard to create a professional rapport with our community and our clients, so we can be their first choice for financial advice. We strive...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Charitable Giving

Work History

  • Edward JonesApril 2018 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of California-DavisBachelor of Arts

Personal Interests

  • Aviation
  • Motorcycles
  • Golfing
  • Traveling
  • Vintage Cars

Team Members

  • Carmen Chavarria
    Branch Office Administrator
  • Vera Mae Laver
    Branch Office Administrator
  • Diamond Tang
    Branch Office Administrator

Upcoming Events

  • MAR17

    March 17 12:00PM 01:00PM

    The Markets Today seminar - Virtual

    The Markets Today seminar

    Learn More
  • MAR19

    March 19 12:00PM 01:00PM

    The Markets Today seminar - Virtual

    The Markets Today seminar

    Learn More

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

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