About Us
Advanced Planners believes in being truly independent, by intention, so we have the ability to work with any and all companies. This insures objectivity and the best products without being compromised by conflict of interest. Advanced Planners will work in your best interest and is a core philosophy of our founder, President and Managing Principal, Jeff Kuhn.
Jeff received his BS in Finance and entered a career in corporate finance. 12 years ago, he decided to pursue what he loved the most, helping people make the most educated and savvy financial decisions regarding their family’s future. As a Certified Financial Planner™ as well as a Certified Financial Educator™, Jeff helps his clients understand the pros and cons of all the options available to reach their goals and receive truly objective advice in choosing the best one.
Founded in 1985, our broker dealer, Cadaret, Grant is one of the largest privately owned independent broker / dealers in the country, servicing almost 900 financial advisors in branch offices worldwide. The firm was founded by Art Grant and Mac Cadaret, two businessmen who wanted to create an independent broker / dealer that respected and encouraged the independence advisors seek. www.cadaretgrant.com
Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation, is a leading global provider of financial business solutions to financial organizations and independent registered investment advisors. We are committed to providing dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice
management programs, and service excellence. www.pershing.com