Simplifying the complexities of your financial life...
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®), Accredited Investment Fiduciary (AIF®), speaker, industry expert and 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 was also recently named by InvestmentNews as a 2017 40 Under 40 honoree. Inclusion in this exclusive list is based on accomplishments to date, contributions to the financial advisory industry, leadership and overall promise. Kurt was chosen from more than 800 nominations.
When he's not crunching numbers, Kurt’s hobbies include spending time with his family and various sports including surfing and fishing.