Kurt  Box,  CFP<sup>&reg;</sup> - Financial Advisor

Kurt Box, CFP®

AIF, MS

Partner

The Advocates

920 Memorial City Way, Ste 250
Houston, TX 77024
FINANCIAL ADVISOR'S WEBSITE
(713) 827-8014 CONNECT WITH Kurt
  • linkedin link

General

Kurt Box is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Advocates in Houston, TX and the surrounding communities.

Financial Advisor Overview

The Advocates is a comprehensive wealth planning firm who's chief mission is to invest in healthy long-term relationships with families, by creating and implementing wealth strategies that help them succeed.

More

Financial Advisor Experience

17+ years experience as a CFP professional with a strong background in tax and corporate finance.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MS

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Corporate Finance, Estate Planning, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

More

Helpful Financial Planning Resources