wiseradvisor

Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®
Central Coast Wealth Management

Tel: (805) 439-0371
1104 Palm St
San Luis Obispo, CA 93401

A FULL-SERVICE FINANCIAL PLANNING FIRM FOR YOU

Central Coast Wealth Management | Financial Advisor in San Luis Obispo ,CA

About Central Coast Wealth Management

The professionals of Central Coast Wealth Management LLC provide independent, customized, financial solutions utilizing a boutique broker dealer (Commonwealth Financial Network.) to focus on high net worth individuals and businesses. We help clients in all stages of wealth management-accumulating, preserving, and transferring (creating a legacy) utilizing asset allocation strategies*

*Asset allocation does not protect against loss of principal due to market fluctuations. It is a method used to help manage investment risk.


General Information

Firm Start Year:   2008
No.of Employees:   2-4
Insurance License#:   OC24904
States Licensed in:   AR, CA, CO, GA, IL, IN, LA, MN, OH, SD, TX, VT, WA
Number of Years with Current Firm:   12


Services

I can meet clients in the following ways:   Video Conference, At your home, At your office, Via email, Via phone, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets, Flat Fee


Board Positions

Organization:  Varian Ranch HOA  Arroyo Grande, CA
Position :  President
Organization:  Foundation for the Performing Arts Center  San Luis Obispo, CA
Position :  Member

Education

B.S. Engineering - Davinci Engineering  Santa Clara University - Santa Clara, CA
1986- 1990

M.A. Management - Management  University of Redlands - Redlands, CA
1991- 1993



Faqs

  • What are your qualifications? What is your education background? CFP® CERTIFIED FINANCIAL PLANNER" designation is a formal recognition of expertise in financial planning, taxes, insurance, estate planning, and retirement. Earning the CFP designation involves meeting requirements in four areas: formal education, performance on the CFP exam, relevant work experience, and demonstrated professional ethics. CRPS® Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance, and administration of retirement plans. C(k)P® The C(k)P® is one of the most time-intensive designations for financial professionals. Attaining the C(k)P takes approximately two years and includes on-campus sessions at UCLA Anderson, online courses, mentoring, completion of numerous tests, two extensive exams and submission of a case study demonstrating the application of knowledge learned. AIF® Accredited Investment Fiduciary® training empowers investment professionals with fiduciary tools to serve clients.
  • What is your approach to financial planning? We get to know our clients on a deeper level to really understand their needs, goals, and aspirations. Only when we fully know all of the important issues, can we recommend how to get there and act as stewards to their finances. OUR PROCESS WHEN WORKING TOGETHER INCLUDES THE FOLLOWING STEPS: GATHER INFORMATION Relationships are everything at our firm and we never make any financial recommendations until we fully understand the client and their specific goals. In addition, we often work with multiple generations and help grandparents, parents, and children plan for their future. ANALYZE Using a goal-based planning approach, we customize each and every investment strategy to our clients and their needs. IMPLEMENT We diligently screen investments and have access to a greater variety of investments than most advisors. Our different investment techniques help manage risk and volatility. ADAPT We are always monitoring our clients plans and circle back since life is always changing.
  • What services do you offer? Together, well go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation: how to target asset growth Retirement planning: how to target distribution of your assets in a tax-advantaged way Estate planning: how to preserve your assets Risk management: how to protect your assets Business planning: how to grow and manage your business Taxation: how to minimize your tax burden CREATE A COMPREHENSIVE PLAN By exploring each module in detail, well determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, well assemble an implementation plan for your financial future. SUPPORT YOUR FINANCIAL GOALS Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.
  • Why should I choose you as my financial advisor? Our clients are at the core of everything we do at CCWM and we treat them like family. We have the privilege of working with select clients and providing them with a high level of service that they cant find elsewhere. Our clients are dedicated to not only planning for their own finances, but planning for the generations to come. Working multigenerationally allows us to be true stewards of your finances. We focus on providing you with the maximum after-tax income stream while still addressing your other concerns, such as planning for your child's or grandchilds college education, giving back to a charity that means a lot to you, or building a tax-advantaged estate plan. We also help business owners tackle their many financial concerns.The other side of our business, Central Coast 401(k), is dedicated to helping employers implement a successful retirement savings program, while at the same time, educating their employees.
see more


Disclaimer

This communication is strictly intended for individuals residing in the states of AR, CA, CO, GA, IL, IN, LA, NV, OH, SD, TX, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA- insured, are not guaranteed by a bank/ financial institution, and are subject to risk, including possible loss of principal invested. Kurt Jackson is a Registered Representative and Investment Advisor Representative with/ and offers securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org/ www.SIPC.com , a Registered Investment Adviser. Kurt Jackson (CA insurance #0C24904) offer fixed insurance products and services through CES Insurance Agency or Central Coast Wealth Management. 1104 Palm Street, San Luis Obispo, CA 93401. (805) 439-0370. www.commonwealth.com/termsofuse.html

Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®

Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®

AIF, CRPS®, CFP®, AIF®

In 2005, Kurt and his family found a home in Arroyo Grande, where they established roots to become permanent members of the Central Coast. He has served as the HOA president of Varian Ranch and on the Board of Directors for the Foundation for the Performing Arts Center (FPAC) in San Luis Obispo. He was featured on the cover of the San Luis Obispo New Times in 2005 for installing a solar system on his current house. He has also been quoted in several industry publications. Kurt was one of fewer than 40 financial advisors in the nation asked to be a founding lecturer at the Retirement Advisor University at UCLA Anderson School of Management Executive Education in 2010. He attained his CERTIFIED FINANCIAL PLANNERTM certification in 2012 and the Certified 401(k) Professional (C(k)P®) designation in 2013. Kurt uses his passion for finding deals to help clients with their investments, retirement planning, and liabilities. Besides traveling, Kurt likes to spend time with his family and appreciate all that the Central Coast has to offerincluding the local wines and open spaces. Through Commonwealth Financial Network®, Kurt maintains the following FINRA securities registrations: Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), and 65 (Uniform Investment Adviser Law Exam). Kurt Jackson is proud to have been recognized as a President's Club advisor for 2017 a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network. Each year, Commonwealth, the Registered Investment Adviser broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

My Services

Wealth Management

Partner with an expert No matter what your level of wealth, working with us can help you pursue your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules: Accumulation: how to target asset growth Retirement planning: how to target distribution of your assets in a tax-advantaged way Estate planning: how to preserve your assets Risk management: how to protect your assets Business planning: how to grow and manage your business Taxation: how to minimize your tax burden Create a comprehensive plan By exploring each module in detail, well determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, well assemble an implementation plan for your financial future. Support your financial goals Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.


Financial Planning for Businesses

Central Coast 401(k) strives to minimize a plan sponsors efforts in running a successful retirement program by simplifying the process. Take advantage of the most efficient platform for your needs, including fiduciary liabilities, financial wellness programs, 1-on-1 guidance, and more.


Financial Planning for Individuals

We work with multi-generational high-net-worth families to help them take the complex world of financial affairs and make them simple. We communicate with our clients in a language that they can understand, and we teach versus lecture.


My Team

Brianna has FINRA securities registrations through Commonwealth Financial Network®: Series 7 (General Securities Representative) and 66 (Uniform Combined State Law Exam). She is registered in California and also has her California insurance license. Brianna earned her Certified Financial Planner designation in Spring 2019. Brianna enjoys the small-town atmosphere offered in the Central Coast and is happy to be living close to her parents and family. Brianna met her husband, Nick, in Camb ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Arroyo Grande Atascadero
Avila Beach Cayucos
Creston Grover Beach
Guadalupe Los Osos
Morro Bay Nipomo
Oceano Pismo Beach
San Luis Obispo Santa Maria
Templeton Santa Barbara

Compensation Arrangements

Check Bank Transfer

Awards & Recognitions

Warren City Schools Hall of Fame
(01/01/2013)

Inducted into the Warren City Schools Hall of Fame in Warren, Ohio. This award is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor or any account.

Social Networks

tweeter facebook linkedin