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

Kurt Mortenson, CFP®

Managing Director/Senior Financial Advisor

Cypress Wealth Services

74150 Country Club Drive
Palm Desert, CA 92260
FINANCIAL ADVISOR'S WEBSITE
(760) 340-3770 CONNECT WITH Kurt
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General

Kurt Mortenson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cypress Wealth Services in Palm Desert, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 3, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Identity Theft, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Women's Finances

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