Kendall Hahn (CFP®)
Kendall Hahn focuses in the
following client markets or areas of practice:
- AUM
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Special Needs Planning
- AUM
- College/Education Planning
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Special Needs Planning
Additional Information
Beyond Tangible Wealth is focused on one big vision: to positively change the experience clients feel when working with a financial advisor by focusing the relationship on serving you through financial advice/coaching, not product sales. Our mission is to serve clients to the best of our ability, in the clients best interest, and treat people the way we would want to be treated. Our financial advisors are committed to being there every step of the way. The focus is on you, as our client, and your core values that drive your goals and the decisions we assist you in making to achieve your goals through the financial planning process. We look forward to our conversation and the opportunity to serve you.NAPFA Start Date
January 18, 2022
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.