Born and raised in Davis, Kurt attended Davis High School before earning his bachelor degree in business at Sacramento...
For over 20 years, our team at Carbahal Olsen Financial Services has built a practice that provides our clients with objective advice and dedicated personal service. We pride ourselves on developing long-term relationships built on trust and confidence.
We believe that every client is unique and look forward to working closely with you to understand your personal and financial goals. From there we will develop a personalized plan to help lead you to a positive outcome. As goals change or new ones emerge, we will be there to provide guidance along the way.
As Certified Financial Planner™ professionals, our advisors have met the CFP® Board’s rigorous requirements to provide comprehensive planning and investment solutions. They also proudly adhere to the Board’s Standards of Conduct which include a fiduciary duty to all clients when providing financial advice.
All of us at Carbahal Olsen Financial Services look forward to the opportunity to become your partner in matters critically important to your financial well-being.
Comprehensive Financial Planning
A common thread for many of our clients, whether working or retired, is putting in place a well-coordinated retirement plan. With many of us living another third of our lives in retirement, living comfortably without worries of outliving our retirement nest eggs is certainly a financial planning goal worth striving for.
As a complement to our financial planning services, we offer discretionary asset management services utilizing securities such as mutual funds, exchange traded funds, and individual stocks and bonds, among others. First, we gather detailed information from you about your current financial situation, goals and risk tolerance.
Why Choose a Certified Financial Planner™?
Anyone can refer to themselves as a financial planner or financial advisor without the need for a special license or certification. A CERTIFIED FINANCIAL PLANNER™ is someone that has met and maintains the CFP Board’s requirements for education, experience, ethics and passed the 6-hour comprehensive CFP® Certification Examination. Learn more about what it means to be a CFP® professional by visiting the CFP Board’s website.