Kirtus Brutsman, Cfp® Aams® Email and Phone Number
Kirtus Brutsman, Cfp® Aams® work email
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Kirtus Brutsman, Cfp® Aams® personal email
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With 15+ years of experience in Investment and Portfolio Analysis, Kirtus is a CFP® (CERTIFIED FINANCIAL PLANNER™) who is passionate about helping his clients meet their financial and life goals. Kirtus focuses on a comprehensive financial management process to build upon the accumulated wealth of clients while taking into account the need for capital preservation and family values.Kirtus is firmly committed to long-term client relationships and through financial planning, he helps his clients with retirement, education, estate & insurance planning strategies. From job changes, marriage, births, divorce, and deaths; he works closely with his clients to ensure their investment strategy/financial plan is customized for their specific life needs. Kirtus said, “People are my passion and it’s extremely fulfilling to help my clients make smart financial decisions while they navigate through life’s major events.”Kirtus has a Bachelor of Science from Liberty University and has his CFP® and AAMS® designations and maintains series 7, 66, and life insurance licenses. He is married with 3 children and is very involved in his local church.Contact him for an initial no-cost, no-obligation ‘get acquainted’ meeting.
Wilde Wealth Management Group, Inc.
View- Website:
- wildewealth.com
- Employees:
- 51
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Financial Planner And Wealth AdvisorWilde Wealth Management Group, Inc.Glendale, Az, Us -
Financial Planner/ Wealth AdvisorWilde Wealth Management Group, Inc. Mar 2012 - PresentScottsdale, Az/ Glendale, Az/ Tempe, Az/Mesa, AzKirtus Brutsman focuses on developing and implementing strategies for Wilde Wealth's “Capital Preservation and Growth Strategy.” He is on the Investment Committee and works with clients to understand, create, and present customized investment solutions. Kirtus is a Certified Financial Planner and has nearly 15 years experience guiding clients to financial success.In addition, as a certified Fit-To-Retire® coach now offers a systematic, holistic approach to help clients make the transition to a successful retirement. Using Fit-To-Retire’s exclusive psychometrically-designed Readiness Assessment, Kirtus can measure a client’s degree of readiness and enthusiasm in financial and non-financial areas of retirement. He can then create a customized Pre-Retirement Checklist and 100-Day Playbook for the client that help take the anxiety out of all aspects of retirement planning. He is also an Investment Adviser Representative with Cetera Advisors, LLC, holds a securities registration, and an insurance license. We focus our efforts on helping employees and retirees from Qwest Communications, Centurylink, Humana, Gannett, Intel and several other fortune 500 companies..Securities and Investment Advisory Services offered through Cetera Advisors, LLC., member FINRA, SIPC. Wilde Wealth Management Group is not affiliated with Cetera Advisors, LLC. Branch address: 19420 N. 59th Ave. BLDG C, Suite 261 Glendale, AZ 85308 Also at: Branch address: 7025 N. Scottsdale Road, Suite 115, Scottsdale, AZ 85253Branch Phone: 480.361.6203 -
Investment ConsultantCharles Schwab Oct 2005 - Feb 2012Phoenix, Arizona AreaConducted portfolio consultations with non-relationship based clients (retirement assessments and portfolio consulting). Helped clients to recognize financial objectives, tolerance for risk, and adequate portfolio solutions. Presented and implemented ongoing managed solutions, banking products, and other levels of support based on needs of client. Proactively collaborated with internal sales partners to provide clients with other services identified in the consultation. -
Financial Advisor/ PlannerMetlife Mar 2002 - Oct 2005Baltimore, Maryland AreaPrimarily responsible for helping individuals and families with their financial needs, specializing in comprehensive financial planning, retirement planning, and estate planning. Made new business development calls on the phone and in person, held seminars, obtained personal referrals, etc. to grow clientele. -
Financial AdvisorAmerican Express Financial Advisors 2002 - 2003Colombia, MdDeveloped and initiated personal marketing project to generate new leads. Specialized in following:• Identified advice needs and giving appropriate solutions for each client • Determined and counseled on saving and investing for retirement• Advised clients on investment strategies for education
Kirtus Brutsman, Cfp® Aams® Skills
Kirtus Brutsman, Cfp® Aams® Education Details
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Frequently Asked Questions about Kirtus Brutsman, Cfp® Aams®
What company does Kirtus Brutsman, Cfp® Aams® work for?
Kirtus Brutsman, Cfp® Aams® works for Wilde Wealth Management Group, Inc.
What is Kirtus Brutsman, Cfp® Aams®'s role at the current company?
Kirtus Brutsman, Cfp® Aams®'s current role is Financial Planner and Wealth Advisor.
What is Kirtus Brutsman, Cfp® Aams®'s email address?
Kirtus Brutsman, Cfp® Aams®'s email address is br****@****ail.com
What schools did Kirtus Brutsman, Cfp® Aams® attend?
Kirtus Brutsman, Cfp® Aams® attended Liberty University.
What skills is Kirtus Brutsman, Cfp® Aams® known for?
Kirtus Brutsman, Cfp® Aams® has skills like Wealth Management, Investment Strategies, Retirement, Portfolio Management, Asset Allocation, Investments, Series 7, Financial Planners, Securities, Investment Advisory, Alternative Investments, Mutual Funds.
Who are Kirtus Brutsman, Cfp® Aams®'s colleagues?
Kirtus Brutsman, Cfp® Aams®'s colleagues are Nicholas Bair, Cfp® Chfc®, Jason Fial, Sarah Mosbach, Kennedi Moulder, Seth Wilde, Kayla Perugini, Laurie Deeg.
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