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

Tel: (805) 439-0371
1104 Palm St
San Luis Obispo, CA 93401
Central Coast Wealth Management | Financial Advisor in San Luis Obispo ,CA

About Central Coast Wealth Management

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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* of the finest university endowments in the world.

*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:   CA,OH, IL, TX, CO, MN, GA, WA, AZ, HI

Qualifications & Memberships

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


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Compensation Methods:   Based on Assets , Commissions , 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


Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®

Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®

CEO/Founder


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 had also done so on his previous house. Recently, he was recognized as one of the "Top 300 Most Influential Advisors in Defined Contribution" by the 401k Wire1. In March 2011, Kurt was also named by 401k Wire as one of the "60 Most Influential Advisors in Defined Contribution" and has 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 CFP® CERTIFIED FINANCIAL PLANNER(TM) certification in 2012, and went on to earn the C(k)P® Certified 401(k) Professional Designation in 2013.

Anyone who knows Kurt well knows that he likes to find deals on things. He also uses this passion for 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 offer - including the local wines and open spaces.

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

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

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


60 Most Influential Advisors in Defined Contributi
(10/10/2011)

60 Most Influential Advisors in Defined Contribution in USA