Carl Kunhardt, CFP^®, CIMA^®, AEP^®

Wealth Advisor

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Carl joined Quest in 1997 and was named partner in 2003. His customized approach to working with clients and other members of a financial planning team comes from years of leading professional and technical staffs through problem solving to find solutions. From these years of experience, he has helped families transform undefined goals into actionable strategies designed to meet those goals.

A retired US Marine officer and Naval Aviator, the skills he acquired in the United States Marine Corps have contributed to his discipline and thoroughness in providing families with insight into achieving their financial goals. This skillset helps him deliver innovative and strategic “out-of-the-box” solutions that focus on building his clients’ wealth, managing and preserving it, and ultimately helping him make a positive difference in their lives.

Carl specializes in working with busy professionals and has an expertise in developing investment strategies to help build and maintain wealth, retirement income distribution solutions and estate planning.

Professional and Community Commitment

• Member, Financial Planning Association, DFW Chapter
• Member, Investment & wealth Institute (formerly IMCA)
• Member, Institute of Investment Management Consulting (IIMC)
• Member, National Association of Estate Planners and Councils (NAEPC)
• Member, Foundation for Financial Planning (FFP)
• Member, Southern Illinois University Alumni Association
• Past Member, Collaborative Law Institute
• Grand Knight, Knights of Columbus Council 9337
• Member, Marine Corps Association and Foundation (MCA&F)
• Member, Military Officer’s Association (MOAA)
• Life Member, American Legion, Post 117

Honors and Rankings

• D Magazine, Top Wealth Managers: 2017*
• Raymond James Leaders Council 2013 – present

Education and Professional Credentials

• Bachelor of Science in management, Southern Illinois University, Carbondale, Summa Cum Laude
• Master of Science in international relations, Troy State University. Highest Honors.
• CERTIFIED FINANCIAL PLANNER™ professional
• Certified Investment Management Analyst^® (CIMA^®)
• Investment Management Consultant^®
• Accredited Estate Planner^® (AEP^®)
• Series 7, 24, 31, 51, 63 and 65 licensed
• Registered Principal with the National Futures Association
• Texas General Lines Insurance, Life, Accident and Health

Out of the Office

Carl is married to his high school sweetheart and has two grown daughters who live in Dallas. He is an avid scuba diving instructor and Divemaster, an avid sailor and enjoys golf, underwater photography and playing his guitar(s).

Meet Carl’s Team

Jennifer Calvi

* D Magazine, Top Wealth Managers: 2017: We asked every wealth management firm and team in Dallas-Fort Worth Chapter of Financial Planning Association^®, Chartered Financial Analyst Association^®, and the Investment Management Consultants Association^® to tell us about their practice. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $50 million; average assets under management per client of at least $750,000; a 93 percent client retention rate over the last two years; no current disciplinary action; and been in existence for at least five years. They must hold themselves out as a fiduciary for their clients and provide them with the required DOL fiduciary disclosure. A panel of esteemed local wealth managers reviewed the final list. Neither the firms nor their employees pay a fee to D Magazine in exchange for inclusion in the Top Wealth Managers list. Inclusion on the list is no guarantee as to future investment success and may not be representative of individual clients’ experience. Out of the 50 that applied, 25 firms and teams were selected. Raymond James is not affiliated with D Magazine. The inclusion of the financial advisor on the list should not be construed as an endorsement of the financial advisory practice by D Magazine. Neither Raymond James nor any of its’ Financial Advisors pay a fee in exchange for this award/rating. Out of the 50 that applied, 25 firms and teams were selected.

-Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

-Investment Management Consultants Association^® (IMCA^®) is the owner of the certification marks “CIMA^®”, “CPWA^®”, “Certified Investment Management Analyst^®”, and “Certified Private Wealth^®”. Use signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for certification.