Brian  Kuhn,  CFP<sup>&reg;</sup> - Financial Advisor

Brian Kuhn, CFP®

CFP®

PSG CLARITY

8161 Maple Lawn Blvd, Ste 400
Fulton, MD 20759
FINANCIAL ADVISOR'S WEBSITE
(301) 543-6035 CONNECT WITH Brian
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General

Brian Kuhn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at PSG CLARITY in Fulton, MD and the surrounding communities.

Financial Advisor Overview

Brian serves as the manager of a division within Planning Solutions Group named PSG Clarity. PSG Clarity is a unique planning team that focuses on affordable and efficient financial planning for hard working Americans who have been under served by the investment management industry thus far. Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian and his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners.

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Financial Advisor Experience

In his 15th year as of January in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, & insurance protection, with a special interest in assisting public sector employees. He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits” which is available on Amazon.com & Amazon Kindle. In 2015 he released the book “The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions”. He has contributed articles or been quoted on personal finance by the WSJ, USNews.com, Yahoo Finance, HuffingtonPost, & Fedsmith.com among others. He has appeared in financial planning news articles at What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, & on Michael Hodes’ Estate & Chris Hensley’s Retirement Planning radio shows, as well as on ABC News TV Affiliate WMAR in Baltimore. He is the host of the bi-weekly TV show “Your Future Your Finances which airs on channel 16 MMC in Montgomery County MD. Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is a member of the Maryland Financial Planning Association & participates on their PR committee. , & is on the marketing committee of the West County Chamber of Commerce. His profile as a financial planner is featured at wiseradvisor.com, the CFP board’s letsmakeaplan.org site, nerdwallet.com, Guidevine.com, SaplingAdvisory.com & Brightscope.com. He has been interviewed as a featured author at Businessinfoguide.com. He was named a 5 Star Wealth Manager for 2015. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations. Brian graduated from Towson University with a B.S. in Business Administration & a minor in English. He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD. Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759 • Phone 301.543.6035 • Fax 301.543.6030 • Bkuhn@PSGClarity.com

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: MD, DC, VA, PA
  • Fixed annuities: MD, DC, VA, PA
  • Variable annuities: MD, DC, VA, PA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through Triad Advisors, Member FINRA / SIPC. Advisory Services offered through Planning Solutions Group, LLC. Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Bankruptcy, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Mutual Funds, Irregular Income, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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