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Randy Kurtz, Cfp® Email & Phone Number
Chief Investment Officer
at
Upper Left Wealth Management
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Chief Investment Officer
Location
Tampa, Florida, United States
Who is Randy Kurtz, Cfp®? Overview
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Quick answer
Randy Kurtz, Cfp® is listed as Chief Investment Officer at Upper Left Wealth Management, based in Tampa, Florida, United States. AeroLeads shows a matched LinkedIn profile for Randy Kurtz, Cfp®.
Randy Kurtz, Cfp® previously worked as Chief Investment Officer at Datadriven Advisor and Chief Investment Officer, Co-Founder at Supernova Companies. Randy Kurtz, Cfp® holds Master Of Business Administration (Mba), Finance from Columbia Business School.
Company email context
Email format at Upper Left Wealth Management
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Upper Left Wealth Management
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Profile bio
About Randy Kurtz, Cfp®
Randy is a Registered Investment Advisor, CFP® and a nationally recognized expert on risk. His risk-focused approach is the pillar of his companies: Upper Left Wealth, an investment advisory firm helping investors remain on pace and plan for the future, and DataDriven Advisor, which offers super-diversified portfolios for financial advisors to help them develop strong relationships, retain clients, and thrive. His goal is to transform the industry by changing the return-centered conversation between advisors and clients to a risk-centered one.
Current workplace
Randy Kurtz, Cfp®'s current company
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Upper Left Wealth Management
Website
AeroLeads page
7 roles · 25 years
Randy Kurtz, Cfp® work experience
A career timeline built from the work history available for this profile.
Chief Investment Officer
Upper Left Wealth Management is a financial advisor focused on lower volatility portfolios to help investors remain on pace and plan for the future. The upper left section of a risk and return chart is the constant goal of Upper Left Wealth. With DataDriven Processes powered by Nobel-prize winning theory and mathematics, Upper Left Wealth charts a steady course for clients and is dedicated to ensuring their ideal outcomes.
Chief Investment Officer
Randy Kurtz founded DataDriven Advisor to transform the business of independent RIAs by implementing a repeatable, scalable, DataDriven Process. His process-based philosophy empowers and educates financial advisors by taking the guesswork out of money management. This philosophy stems from his own experience reaching and replicating explosive growth, and the realization that merely managing someone's money is not enough.
Chief Investment Officer, Co-Founder
May 2014 - Jun 2017
Chief Investment Officer, Founder
Betafrontier
2005 - Jun 2017
Managing Partner
Broadarch Capital
2012 - 2014
~2 yrs
Equity Analyst
Bear Stearns Asset Management
2002 - 2005
~3 yrs
2 education records
Randy Kurtz, Cfp® education
Master Of Business Administration (Mba), Finance
Columbia Business School
Bsba, Finance
Washington University In St. Louis
FAQ
Frequently asked questions about Randy Kurtz, Cfp®
Quick answers generated from the profile data available on this page.
What company does Randy Kurtz, Cfp® work for?
Randy Kurtz, Cfp® works for Upper Left Wealth Management.
What is Randy Kurtz, Cfp®'s role at Upper Left Wealth Management?
Randy Kurtz, Cfp® is listed as Chief Investment Officer at Upper Left Wealth Management.
Where is Randy Kurtz, Cfp® based?
Randy Kurtz, Cfp® is based in Tampa, Florida, United States while working with Upper Left Wealth Management.
What companies has Randy Kurtz, Cfp® worked for?
Randy Kurtz, Cfp® has worked for Upper Left Wealth Management, Datadriven Advisor, Supernova Companies, Betafrontier, and Broadarch Capital.
How can I contact Randy Kurtz, Cfp®?
You can use AeroLeads to view verified contact signals for Randy Kurtz, Cfp® at Upper Left Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Randy Kurtz, Cfp® attend?
Randy Kurtz, Cfp® holds Master Of Business Administration (Mba), Finance from Columbia Business School.
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