Randy  Kurtz,  CFP<sup>&reg;</sup> - Financial Advisor

Randy Kurtz, CFP®

CFP®

Upper Left Wealth Management, LLC

447 W Hobbie St
Chicago, IL 60610-2588
FINANCIAL ADVISOR'S WEBSITE
(917) 768-3390 CONNECT WITH Randy
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General

Randy Kurtz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Upper Left Wealth Management, LLC in Chicago, IL and the surrounding communities.

Financial Advisor Experience

CFP, fiduciary, and Columbia University MBA. I focus on helping retirees not get slammed with taxes in retirement, as well as lowering overall risk and 'locking it in.' We will review estate plans, beneficiaries, establish guardrails for your portfolio, review tax mitigation strategies, etc. I also act as your Personal CFO, handling mortgage, IRA, social security, and many other financial questions. My clients are in or near retirement and want a clear, reliable, stable plan. While I might not be local to you, I believe distance may not be as important as finding the best person to handle your life's savings. Much more information is at www.upperleftwealth.com.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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