Rick Kuhn
Wealth Advisor at Envision Financial, A Division Of First West Credit Union
Based in Surrey, Canada
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Seniority
Staff
Department
Finance & Accounting
Location
Surrey
Industry
Financial Services
Company size
365
Contact information
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r•••••••@envisionfinancial.ca
Phone
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Background
About Rick Kuhn
Being a dedicated and hard working individual that works well in any given environment, I like to lead by example and inspire my co workers to do the same. In February 2024 I passed the prestigious CFP Exam attaining the Certified Financial Planner® designation. As a Financial Planner, I provide Investment Advice and Financial Planning services that help my clients with addressing their unique individual goals and objectives. The process involves ongoing Client Discovery meetings that uncover what matters most to my clients, and then building a plan to achieve as many of those unique financial objectives. CRM documentation of all interactions, ongoing follow up Portfolio Reviews, annual planning reviews as well as uncovering Insurance/Protection needs and referring to Licensed Insurance agents is all part of a detailed and thorough Planning process.
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