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 |
| Organization: | Varian Ranch HOA Arroyo Grande, CA |
| Position : | President |
| Organization: | Foundation for the Performing Arts Center San Luis Obispo, CA |
| Position : | Member |
| B.S. Engineering - Davinci Engineering |
Santa Clara University - Santa Clara, CA
1986- 1990 |
| M.A. Management - Management |
University of Redlands - Redlands, CA
1991- 1993 |
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.
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Mon. | 9:00 AM - 5:00 PM |
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Tue. | 9:00 AM - 5:00 PM |
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Wed. | 9:00 AM - 5:00 PM |
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Thu. | 9:00 AM - 5:00 PM |
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Fri. | 9:00 AM - 5:00 PM |
| 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 |
| Check | Bank Transfer |
Inducted into the Warren City Schools Hall of Fame in Warren, Ohio
60 Most Influential Advisors in Defined Contribution in USA