Kurt Moseley

Kurt got into the financial services industry to help people feel confident about retirement, knowing they're financially stable and protected from whatever risks life may bring.

Kurt reviews every aspect of a client's financial well-being and builds a customized plan tailored to each household. This includes investments, insurance policies (life, health, and property & casualty), mortgages, and everyday household expenses.

Kurt graduated from UC Santa Barbara in 2003 with a B.A. in Sociology and a minor in Sports Management, after initially studying finance and accounting. He has a decade of experience in financial services, having started in the back office of a broker/dealer in 2010. Kurt holds his Series 7 and 66 licenses, life/accident/health/property & casualty licenses, and AHIP Medicare certification.

Kurt is a proud husband and father of two young children.