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Qualifications of Financial Advisor in Santa Maria

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Financial Advisors in Santa Maria, California
Financial Advisor Office Location Phone Number
Kurt Jackson, CFP®,C(k)P®,AIF®,CRPS®
Central Coast Wealth Management
1104 Palm St,
San Luis Obispo, CA  93401
(805) 439-0371

Information on Qualified Financial Advisors in Santa Maria

Qualifications CRD# 2913769
Series 7, 31, 63, 65

Compensation/Fee I am a Fee-Based financial professional, Based on Assets, Commissions, Flat Fee

Office Location 1104 Palm St,
San Luis Obispo,
Phone Number (805) 4390371

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.

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* 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.

List of Additional Financial Advisors in or around Santa Maria, California
Bruno Insurance & Financial Services Orcutt, CA

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