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Cfp® Brandon Kurz

Financial Advisor at DiversiFi Capital LLC

Brandon Kurz, CFP® is a financial professional with extensive experience in wealth management and financial planning. He currently serves as a Senior Financial Advisor at DiversiFi Capital, located in Newport Beach, California.23

Brandon's career history includes:

  1. Financial Planner at Mercer Advisors (September 2018 - June 2020)
  2. Wealth Manager at Aldrich Wealth LP (February 2016 - June 2018)
  3. Financial Planner at Dragon Financial Group (June 2014 - February 2016)
  4. Various roles in financial services and sales (2006-2014)1

He holds a Bachelor's degree from California State University, Fullerton, and obtained his CFP® certification in August 2016.1 At DiversiFi Capital, Brandon specializes in financial modeling, helping families understand complex financial pictures. He also plans and hosts educational webinars to promote financial literacy.23

Highlights

Meet Our Team - Mariner Wealth Advisors
Meet Our Team - Mariner Wealth Advisors
Meet The Team - DiversiFi Capital
Meet The Team - DiversiFi Capital

Related Questions

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Cfp® Brandon Kurz
Cfp® Brandon Kurz, photo 1
Cfp® Brandon Kurz, photo 2
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Location

Newport Beach, California, United States