Martin T. Kurtz, CFP®

VP - Sr. Financial Consultant

+1 239-207-3529

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

20 years of professional experience

  • VP - Sr. Financial Consultant, Charles Schwab, 2011-present
  • Associate Financial Consultant, Charles Schwab & Co., Inc, 2010-2011
  • Specialist, Charles Schwab & Co., Inc., 2004-2010

Education

  • BS, University of Central Florida
  • Business Administration - Finance

Personal interests and affiliations

  • Estate Planning Council of Naples

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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