Randy Kurtz, Cfp®

Randy Kurtz, Cfp® Email and Phone Number

Risk Expert @ Upper Left Wealth Management
Randy Kurtz, Cfp®'s Location
Tampa, Florida, United States, United States
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.

Randy Kurtz, Cfp®'s Current Company Details
Upper Left Wealth Management

Upper Left Wealth Management

View
Risk Expert
Randy Kurtz, Cfp® Work Experience Details
  • Upper Left Wealth Management
    Chief Investment Officer
    Upper Left Wealth Management Jun 2017 - Present
    Chicago, Illinois, Us
    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.
    View
  • Datadriven Advisor
    Chief Investment Officer
    Datadriven Advisor Jul 2018 - Present
    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.
    View
  • Supernova Companies
    Chief Investment Officer, Co-Founder
    Supernova Companies May 2014 - Jun 2017
    Chicago, Illinois, Us
    View
  • Betafrontier
    Chief Investment Officer, Founder
    Betafrontier 2005 - Jun 2017
  • Broadarch Capital
    Managing Partner
    Broadarch Capital 2012 - 2014
  • Bear Stearns Asset Management
    Equity Analyst
    Bear Stearns Asset Management 2002 - 2005

Randy Kurtz, Cfp® Education Details

  • Columbia Business School
    Columbia Business School
    Finance
  • Washington University In St. Louis
    Washington University In St. Louis
    Finance

Frequently Asked Questions about Randy Kurtz, Cfp®

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 the current company?

Randy Kurtz, Cfp®'s current role is Risk Expert.

What schools did Randy Kurtz, Cfp® attend?

Randy Kurtz, Cfp® attended Columbia Business School, Washington University In St. Louis.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.