We’ve expanded our team and want to introduce you to Kurt!
Kurt Moseley is our new Financial Planner with over 10 years of experience in the financial industry. Kurt’s role within the company will be to review all aspects of our clients’ financial well-being and create a unique financial plan tailor-made to each household. This includes all types of investments, insurance policies (life, health, property & casualty), mortgages, and typical household expenses.
In this world of market swings, viruses and plagues we want to be able to tell you how the market today is affecting your future. We want you to feel confident and prepared for life’s twists and turns. Having an updated, live, financial plan will help us do just that. Once the initial input is made, with the new technology available for planning, we can update your plan with just a few clicks.
When your annual review is approaching, Kurt will reach out to you so that he may gather the necessary items needed to complete your plan. The plan will be presented to you and then updated annually or if things in your life change before then.
Kurt graduated from UC Santa Barbara in 2003 with a BA in Sociology with a minor in Sports Management. He also studied finance and accounting while in college but later decided to change majors. Kurt has over a decade of experience in the financial services industry and first started working in the back office of a broker/dealer in 2010. Kurt holds his series 7 and 66 licenses as well as life/accident/health/property & casualty licenses/ and AHIP Medicare certification.
Outside of the office, Kurt aims to be outdoors as much as possible. He particularly enjoys golfing, fishing, camping, metal detecting, snowboarding and hiking.
1on1 Financial is an independent financial advisory firm specializing in guiding working and retired professionals, executives, and business owners along the path to financial well-being. Founded in 1997, we use a team approach to help our clients accumulate wealth, generate income, preserve their life savings, and strategically plan for the distribution of their estate. With more than 50 years of combined experience in the financial services industry, we remain true to our fundamental mission: to provide personalized guidance, treatment, care, and service so our clients can gain control of their future and feel confident in their financial life.