Kurt C. Gerhardt

Investment Advisor Representative, Certified Financial Planner™ practitioner

CFP® at BCI Wealth Management, LLC in Jacksonville, FL

About

Kurt uses a goals based approach when working with all clients. A client becomes more excited in implementing their specific financial plan, when it is their specific financial wishes & desires that they are trying to accomplish, instead of a generic model.

Address
6817 Southpoint Parkway, Suite 1301 in Jacksonville, FL 32216
Info
Languages: English
Year started: 2000

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Specialties

  • Business Planning
  • Estate Planning
  • Retirement Planning
  • Tax Advantaged Investments

Credentials

Licenses

Series 7
Series 66

Certifications

Certified Financial Planner™ practitioner,

Background

Education

University of Missouri - Columbia