Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast.
Kurt is also an award winning financial columnist and has shared his passion for finance and education as an Adjunct Professor of Finance for Monmouth University’s Business School in the department of Economics, Finance, & Real Estate, teaching on both the graduate and undergraduate levels.
Kurt and his wife, Lauren, have three children. When he's not crunching numbers, Kurt’s hobbies include spending time with his family and various sports including surfing and jiu jitsu.