Kurt Mortenson Cfp®

Kurt Mortenson Cfp® Email and Phone Number

Partner and Senior Advisor at Keystone Private Wealth @ Keystone Private Wealth
Kurt Mortenson Cfp®'s Location
Palm Desert, California, United States, United States
Kurt Mortenson Cfp®'s Contact Details

Kurt Mortenson Cfp® work email

Kurt Mortenson Cfp® personal email

About Kurt Mortenson Cfp®

Keystone Private Wealth (KPW) is an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions. KPW is comprised of professionals with diverse backgrounds and extensive experience and qualifications.KPW’s team approach allows us to provide the necessary level of expertise to manage our clients’ wealth the way they need and deserve. Our firm is comprised of Certified Financial Planners, Chartered Retirement Planning Counselors, a dedicated portfolio manager, and advisors focused on serving specific client objectives. The firm serves clients across the country. Learn more by visiting www.KeystonePrivateWealth.com"First comes thought; then organization of that thought, into ideas and plans; then transformation of those plans into reality. The beginning, as you will observe, is in your imagination."— Napoleon HillSpecialties: Certified Financial Planner CFP®CPAPLUS Network

Kurt Mortenson Cfp®'s Current Company Details
Keystone Private Wealth

Keystone Private Wealth

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Partner and Senior Advisor at Keystone Private Wealth
Kurt Mortenson Cfp® Work Experience Details
  • Keystone Private Wealth
    Partner And Senior Advisor
    Keystone Private Wealth Sep 2023 - Present
    Palm Desert, California, United States
  • Keystone Private Wealth
    Managing Director And Senior Advisor
    Keystone Private Wealth Sep 2021 - Sep 2023
    Palm Desert, Ca
    Kurt Mortenson, CFP®serves as a Partner and Senior Advisor at Keystone Private Wealth. Member - CPAPLUS Network. With a strong financial planning background, he specializes in helping clients plan for and execute a successful retirement. His main objectives are cash flow planning, tax mitigation, investment positioning and estate planning.
  • Cypress Wealth Services
    Managing Director And Senior Advisor
    Cypress Wealth Services May 2018 - Sep 2021
  • Praxis Wealth Management
    Managing Partner/Financial Advisor-Cfp(R)
    Praxis Wealth Management 2009 - May 2018
  • Morgan Stanley Smith Barney, Prudential Securities, E F Hutton
    Senior Vp Wealth Management
    Morgan Stanley Smith Barney, Prudential Securities, E F Hutton 1987 - 2009
  • Borg Warner Financial
    District Manager
    Borg Warner Financial 1980 - 1986

Kurt Mortenson Cfp® Skills

Wealth Management Management High Net Worth Individuals Investment Management Certified Financial Planner Investments Retirement Planning Strategic Financial Planning Asset Allocation Mutual Funds Long Term Care Wealth Management Services Holistic Financial Planning Independent Financial Advice

Kurt Mortenson Cfp® Education Details

Frequently Asked Questions about Kurt Mortenson Cfp®

What company does Kurt Mortenson Cfp® work for?

Kurt Mortenson Cfp® works for Keystone Private Wealth

What is Kurt Mortenson Cfp®'s role at the current company?

Kurt Mortenson Cfp®'s current role is Partner and Senior Advisor at Keystone Private Wealth.

What is Kurt Mortenson Cfp®'s email address?

Kurt Mortenson Cfp®'s email address is oo****@****aol.com

What is Kurt Mortenson Cfp®'s direct phone number?

Kurt Mortenson Cfp®'s direct phone number is +176056*****

What schools did Kurt Mortenson Cfp® attend?

Kurt Mortenson Cfp® attended University Of California, Riverside - A. Gary Anderson Graduate School Of Management, Concordia College.

What are some of Kurt Mortenson Cfp®'s interests?

Kurt Mortenson Cfp® has interest in Christianity, Cooking, Electronics, Home Improvement, Reading, Gourmet Cooking, Music, Sports, Family Values, Movies.

What skills is Kurt Mortenson Cfp® known for?

Kurt Mortenson Cfp® has skills like Wealth Management, Management, High Net Worth Individuals, Investment Management, Certified Financial Planner, Investments, Retirement Planning, Strategic Financial Planning, Asset Allocation, Mutual Funds, Long Term Care, Wealth Management Services.

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