Broker Check
Kurt MoseleyFinancial Planner

Kurt Moseley
Financial Planner

Kurt first got into the business to help people become more confident in their ability to retire and more importantly be able to sleep better at night knowing they are financially stable and protected from the risks the world may throw at them.

Kurt reviews all aspects of our clients financial well-being and creates 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.

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 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. 

To date, one of Kurt's proudest accomplishments is being the first in his family to graduate from a four-year university.