Kurt Schaffer, CPA, PFS
Wealth Management Advisor, Founder
Kurt is a seasoned Wealth Management Advisor whose experience started when graduating from The Catholic University of America (Washington, DC) with a Bachelor of Science in Accounting/CPA. He then worked for 12 years in public accounting as an auditor, tax preparer, and accounting software implementation consultant. As a Certified Public Account (CPA), this experience provided Kurt insight into what individuals and business owners needed beyond the spreadsheets and how to educate and implement an effective plan. It was a natural progression from public accounting to wealth management. Kurt advanced his CPA license by obtaining his Personal Financial Specialist (PFS) - a credential only available to licensed CPAs. Kurt now has over 15 years of wealth management experience.
His focus areas are: Wealth building with tax planning considerations, business owner protection and exit strategies, and medical professional financial planning.
Kurt enjoys traveling, hiking through National Parks, and continuing his personal and professional education. If you want to get him distracted, talk with him about golf.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. Not practicing CPA for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 0G31470.