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.
|Firm Start Year:||2008|
|States Licensed in:||AR, CA, CO, GA, IL, IN, LA, MN, OH, SD, TX, VT, WA|
|Number of Years with Current Firm:||3|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Disability, Health, Life, Long Term Care, Variable Life, Variable Annuity|
|Investment Advisor Representative:||Yes|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Compensation Methods:||Commissions, Based on Assets, Flat Fee|
|Organization:||Varian Ranch HOA Arroyo Grande, CA|
|Organization:||Foundation for the Performing Arts Center San Luis Obispo, CA|
|B.S. Engineering - Davinci Engineering||
Santa Clara University - Santa Clara, CA
|M.A. Management - Management||
University of Redlands - Redlands, CA
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.
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.
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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|San Luis Obispo||Santa Maria|
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.