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Kurt Mears Financial Planner is listed as Chartered Retirement Planning Counselor, CRPC® | Dave Ramsey SmartVestor Pro | Benefits Expert for Federal Employees at Advance Capital, a company with 54 employees, based in Cleveland, Ohio, United States. AeroLeads shows a work email signal at acadviser.com and a matched LinkedIn profile for Kurt Mears Financial Planner.
Kurt Mears Financial Planner previously worked as Financial Adviser at Advance Capital and Financial Advisor at Wells Fargo Advisors. Kurt Mears Financial Planner holds Chartered Retirement Planning Counselor, Crpc(R), Retirement Planning from College Of Financial Planning.
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I am a Chartered Retirement Planning Counselor, CRPC® and Wealth Manager with Advance Capital Management in our Cleveland, Ohio office. Backed by the vast resources of Advance Capital, I help both individuals and business owners design a comprehensive financial plan that balances both known and unknown risks, personal and professional objectives, and incorporates outside planners when necessary such as: Estate & Business Attorneys, CPAs, and other professionals. Through regular updates and portfolio reviews, I allow my clients to stay on top of their assets and in control of their financial future.Areas of Specialization: Investment Analysis & Strategies, Tax Planning, Employer Benefit Maximization, Estate Planning, College Planning, Social Security Maximization, Insurance Analysis & Strategies, Debt Minimization and Budgeting.Concentrations: FERS & CSRS Benefit Analysis, FEGLI & FLTCIP Analysis, GPO & Windfall Elimination, AT&T Lump Sum Analysis, TSP & 401(k) Management, Ford & GM Benefit Analysis, First Energy & Sterling Benefit Analysis.I obtained my Bachelor of Science degree in Business Management from The University of Akron in Akron, CRPC® designation from the College of Financial Planning, and also hold all other applicable securities licenses. When not helping my clients, I am an active member of Grace Church, Urban Vision, and Cleveland Saves. My wife and I live in Broadview Heights, Ohio and have a cat named Bella.Employer Groups: Federal Employees, AT&T, Ohio Bell, CSRS and FERS, Ford & GM, Sterling, First Energy, University Hospitals, Cleveland Clinic and many more.
Listed skills include Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial Planning, and 30 others.
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Cleveland/Akron, Ohio Area
Comprehensive wealth manager assisting both individuals and business owners design a plan that balances risks, personal and professional objectives in order to achieve financial freedom.“**Investment advisory services are provided by Advance Capital Management, Inc. Advance Capital and Dave Ramsey SmartVestor are not affiliated companies. ”
Comprehensive wealth management strategies for Federal employees and other employees of large employers throughout Northeast Ohio. Leveraging internal benefits offered by these large employers and then complimenting those benefits with outside resources to construct a complete wealth strategy maximizing return while minimizing risk and taxable liabilities.
Other employees you can reach at acadviser.com. View company contacts for 54 employees →
Brian Canfield
Colleague at Advance CapitalSouthfield, Michigan, United States, United States
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Christopher Kostiz
Colleague at Advance CapitalLake Orion, Michigan, United States, United States
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Carol Brewer, Cisp
Colleague at Advance CapitalUnited States, United States
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Kenneth Benardino
Colleague at Advance CapitalSouthfield, Michigan, United States, United States
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Denise Cobb
Colleague at Advance CapitalNorthville, Michigan, United States, United States
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Terra Hohf, Cfp®
Colleague at Advance CapitalDetroit Metropolitan Area, United States
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Stephanie Lawrence
Colleague at Advance CapitalHolly, Michigan, United States, United States
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Cullen Prena, Cfp®, Mba
Colleague at Advance CapitalDetroit Metropolitan Area, United States
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David Raban
Colleague at Advance CapitalSouthfield, Michigan, United States, United States
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Chad Theisen, Cfp®
Colleague at Advance CapitalSouth Lyon, Michigan, United States, United States
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Quick answers generated from the profile data available on this page.
Kurt Mears Financial Planner works for Advance Capital.
Kurt Mears Financial Planner is listed as Chartered Retirement Planning Counselor, CRPC® | Dave Ramsey SmartVestor Pro | Benefits Expert for Federal Employees at Advance Capital.
AeroLeads has found 1 work email signal at @acadviser.com for Kurt Mears Financial Planner at Advance Capital.
Kurt Mears Financial Planner is based in Cleveland, Ohio, United States while working with Advance Capital.
Kurt Mears Financial Planner has worked for Advance Capital, Wells Fargo Advisors, and Century Federal Credit Union.
Kurt Mears Financial Planner's colleagues at Advance Capital include Brian Canfield, Christopher Kostiz, Carol Brewer, Cisp, Kenneth Benardino, and Denise Cobb.
You can use AeroLeads to view verified contact signals for Kurt Mears Financial Planner at Advance Capital, including work email, phone, and LinkedIn data when available.
Kurt Mears Financial Planner holds Chartered Retirement Planning Counselor, Crpc(R), Retirement Planning from College Of Financial Planning.
Kurt Mears Financial Planner is listed with skills including Portfolio Management, Retirement Planning, Estate Planning, Strategic Financial Planning, Financial Services, Investment Advisory, Wealth Management, and Retirement.
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