Kurt D. Schrader,  CFP<sup>&reg;</sup> - Financial Advisor

Kurt D. Schrader, CFP®

Certified Financial Planner™

Carbahal Olsen Financial Services

1107 Kennedy Place, Suite 3
Davis, CA 95616
FINANCIAL ADVISOR'S WEBSITE
(530) 758-4921

General

Kurt Schrader is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carbahal Olsen Financial Services in Davis, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA
  • Fixed annuities: CA

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth

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