KERIM TULUN
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Our mission is to improve the lives of clients through sound financial advice, integrity, and a commitment to exceptional service.
Schedule a planning session todayKerim Tulun
Wealth Management
Our mission is to improve the lives of clients through sound financial advice, integrity, and a commitment to exceptional service.
Kerim Tulun
Wealth Management
Our mission is to improve the lives of clients through sound financial advice, integrity, and a commitment to exceptional service.
Areas of Practice:
How we can help
Your financial plan serves as the blueprint for our work together. It should be unique to your situation and bring together various aspects of your financial life.
We seek to understand all of your financial needs so that we can recommend the appropriate investment strategy for you and your family.
Tax management and insurance protection is a cornerstone in any healthy financial plan. We make sure everything is accounted for.
Reach out to us to learn more about how you could align your investments with your values and be impactful.
Why KT Wealth Management?
Multi-custodial Platform
Your money is held directly with industry leading third party custodians.
CFP® The Mark of Excellence
We take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, we have made a commitment to act as a fiduciary when providing financial advice to our clients. This means we have agreed to put your best interests first, above all else.
Registered Investment Advisor
We offer Investment Advisory Services through our partnership with Vanderbilt Financial Group, a Registered Investment Advisor. As independent financial advisors, we are not tied to selling bank products. We have complete neutrality when choosing investment solutions for our clients.
Why KT Wealth Management?
Registered Investment Advisor
We are not obligated to use specific investment products that are tied to a bank. Our job as a Fiduciary is to seek out the best solution at the best price for our clients.
We offer Investment Advisory Services through our partnership with Vanderbilt Financial Group, a Registered Investment Advisor. As independent financial advisors, we are not obligated to use specific investment products that are tied to a bank. Our job as a fiduciary is to seek out the best solution at the best price for our clients.
CFP® The Mark of Excellence
We take a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® certification, we have made a commitment to CFPBoard to act as a fiduciary when providing financial advice to our clients. This means we have agreed to put your best interests first, so we can provide you confidence today and a secure tomorrow.
