Carbahal Olsen Financial Services Group LLC

Kurt Schrader is a CFP® professional with eight years of experience in the financial services industry. He has worked at Carbahal Olsen Financial Services Group LLC since 2017 and previously spent seven years at Purves & Associates. Schrader holds a Series 65 license and is based in Davis, CA. Carbahal Olsen Financial Services Group LLC provides financial planning, consultation, and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as small businesses and retirement plan clients. The firm employs a core/satellite investment approach using low-cost ETFs and select actively managed mutual funds, with tactical satellite allocations tailored for tax or client-specific constraints.

Manuel Carbahal is a financial advisor with Carbahal Olsen Financial Services Group LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been associated with Carbahal Olsen Financial Services Group since 2010 and also serves as Vice President at Carbahal & Company, an accounting practice where he devotes a significant portion of his time. Additionally, he is a managing member of Final Ledger, LLC, a tax preparation business. Carbahal Olsen Financial Services Group LLC provides financial planning, consultation, and discretionary portfolio management primarily to individual clients, including high-net-worth households, as well as small businesses and retirement plan clients. The firm employs a core/satellite investment approach using low-cost ETFs and select actively managed mutual funds, maintaining a notable scale with over $212 million in assets under management and more than 230 client relationships.