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Meet the Team: Testimonials

OUR TEAM

We are committed to providing our clients with the level of service and financial advice they expect and deserve throughout their financial journey. Our highly-credentialed team is committed to continuous learning and has a passion for helping our clients and their families grow, preserve and protect their hard-earned wealth.

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Nathan Kohlhoff, CFA®, WMCP®
Founder & CEO

Nathan turned his interest in the capital markets and investment management into a career following his time as a Fulbright Scholar in Berlin, Germany in 1999. He worked as a stock analyst for the German car sector and later joined BMW Group in Munich, where he worked closely with institutional and retail investors globally. He then moved to BMW Financial Services, where he was responsible for Business Line Controlling.

 

Nathan founded East Beach Wealth Solutions in 2020 to offer clients independent, objective financial planning and investment management solutions. He has found his purpose offering clients proper planning and investment advice to help shape their secure and prosperous financial future.   

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Amanda Kuhn, MBA

Client Services Manager

Amanda graduated from the University of Florida with a Bachelor of Science in Accounting and a secondary focus on Decision & Information Sciences. She then earned her Master of Business Administration degree from the University of North Florida.

 

With her prior experience as a financial and systems auditor as well as IT and vendor management, Amanda has a strong focus on personal and professional integrity and a passion for working directly with clients to build strong, lasting relationships.

In her role as Client Services Manager, Amanda is responsible for new client onboarding, assisting with client financial planning and numerous other client-related service activities.

©2023 by East Beach Wealth Solutions, LLC

Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA & SIPC.


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