Kurt Kennedy Email & Phone Number

A life of experience, higher education and hard work shapes the knowledge I bring to my clients. My clients deserve the very best of what, I along with IFG, bring to them.I am a Financial Advisor at Independent Financial Group in San Luis Obispo and I provide comprehensive financial planning with institutional wealth management solutions to individual investors. My clients are those who for various reasons, suddenly have a large sum of money and are in need of a financial partner. I primarily focus on wealth preservation; I want my clients to reap the rewards of their lifetime of hard work.I have been in the financial industry since 1984 and have owned and operated several successful businesses throughout the years. I have a combination of wealth management skills paired with lifetime of practical business experience tied together with a robust educational background.I graduated with honors from the University of Minnesota and I continually pursued higher education, obtaining an executive MBA certificate from the University of Notre Dame, a Masters of Business Administration from Taft University and a Social Sector Leadership Certificate from UC BerkeleyI am involved in my community and am an active member of San Luis Obispo Country Club. As a former University of Minnesota Evans Scholar, I am very active in the Southern California Evans Scholar Alumni Association. My wife and I are very active in supporting the Cal Poly Golf program. When not in the office, I enjoy hosting private dinners pairing wild game with fine local wines, playing a round of golf with friends, reading a classic book or writing my next hit song for Clinton Steel.

Listed skills include Solutions, Wealth Management, Lending Solutions, and Institutional.