Darren  Wurz,  CFP<sup>&reg;</sup> - Financial Advisor

Darren Wurz, CFP®

MSFP

Retirement Planner / Portfolio Manager

Wurz Financial Services

200 West Pike Street, Suite 100
Covington, KY 41011
FINANCIAL ADVISOR'S WEBSITE
(859) 291-9879 CONNECT WITH Darren
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General

Darren Wurz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wurz Financial Services in Covington, KY and the surrounding communities.

Financial Advisor Overview

We are financial advisors for successful attorneys and couples within 5-10 years of retirement. We have offices in Cincinnati and Toledo, Ohio, but we work with clients across the country. We help clients like you reduce taxes, maximize wealth and plan for retirement and succession. You may have worked with other financial advisors before, but have you worked with a planner who specializes in working with people like you? We specialize in creating financial and investment strategies for attorneys and couples to maximize your wealth and minimize your taxes so you can make the most of your financial future. We will work intimately with you to help you figure out what kind of income you'll need in the future and how to generate that income from your investments, social security benefits, pension benefits, the sale of your law practice / business and other income sources in a sustainable way that feels good to you. You want to protect what you've saved and see it grow too. We're dedicated to making that happen.

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Financial Advisor Experience

Our firm has been helping people achieve and maintain financial independence by building and preserving wealth for over 30 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OH, KY, IN

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Investment advisory services offered through Schmerge Executive Planning Services, Inc., a registered investment adviser.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households

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Helpful Financial Planning Resources