Michael Carey is a CFP® with 23 years of industry experience, currently serving at Kahn Financial Group. He has worked at the firm since 2005 and has held various roles including Owner and President of Bradford Management, Inc. Outside of financial advising, he has been involved in business ownership and management through Bradford Management, Inc. Kahn Financial Group primarily serves individual and high-net-worth clients as well as pension and small business portfolios. The firm offers comprehensive financial planning focused on retirement and estate planning, with portfolio management centered on mutual funds and a non-discretionary trading approach within a Raymond James wrap program.

David Kahn is a CFP® professional with 33 years of industry experience, currently serving at Kahn Financial Group in Clearwater, FL. He has been with Kahn Financial Group and Raymond James Financial Services since 1999 and also has a longstanding role at St Petersburg College since 1994. Outside of his financial advisory work, Kahn owns Auspicious Realty LLC, a business focused on purchasing, renovating, and reselling single-family homes. Kahn Financial Group primarily serves individual and high-net-worth clients, along with select pension and profit-sharing plans and small business portfolios. The firm offers comprehensive financial planning centered on retirement and estate planning, employing a non-discretionary, customized portfolio management approach that leverages mutual funds and regular client reviews.

Michael Kahn is a financial advisor at Kahn Financial Group in Clearwater, FL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kahn Financial Group since 2014. In addition to his advisory role, he works as an administrative assistant and long-term care specialist within the firm. Kahn Financial Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and small business portfolios. The firm focuses on comprehensive financial planning and portfolio management using a non-discretionary wrap program, customizing advice based on client goals, time horizon, and risk tolerance.