Portrait of Kevin Brunner

Kevin Brunner

Founder & CEO, CTBA

Orange, CA

Leadership

About Kevin

Kevin Brunner is a Marine Corps veteran and seasoned entrepreneur with over 30 years of business experience who founded The Q Companies with a singular mission: to fight back against corrupt and dishonest financial advice that costs hardworking Americans their wealth.

Before founding The Q Companies, Kevin owned a national business brokerage, gaining extensive transactional experience that would shape his approach to financial advisory. A Forbes Featured Advisor (2015) and best-selling author of "Just Say No To Bad Financial Advice," Kevin has spent over 20 years in financial services, primarily serving doctors and business owners.

With 3,800+ successful transactions and over $1.52 billion in documented client tax savings, Kevin and his team have built a comprehensive tax optimization ecosystem operating through multiple specialized platforms including Q-Financial, Q-RIA, Q-1031, Q-Hedge, TaxFreeYou, SellYourBusinessNow, and SellMyFDX. He also established fiduciary entities CB Administrative Services and IST Admin Services.

Kevin previously hosted The Smart Money Hour on KABC radio, breaking down sophisticated wealth strategies in plain language. Having traveled to 47 countries, Kevin brings a global perspective to his approach of combining institutional-grade tax planning with the personal attention of a boutique advisory firm.

Key Highlights

  • Certified Tax & Business Advisor (CTBA)
  • Marine Corps Veteran
  • Forbes Featured Advisor (2015)
  • Best-selling author: "Just Say No To Bad Financial Advice"
  • 30+ years business experience
  • 3,800+ successful transactions
  • $1.52B+ in client tax savings

Areas of Expertise

Installment Sale Trust (537 Trust)1031 ExchangeTax-Free Wealth StrategiesBusiness Exit PlanningHigh-Net-Worth Tax OptimizationIncome PlanningInvestment ManagementOption TradingEstate PlanningBusiness ConsultingSales

Q Companies Brands

Tax Free YouQ-FinancialQ-1031Q-RIAQ-HedgeQ Realty ServicesSellMyFDXIronGate HoldingsIST Admin ServicesCB Admin Services