Sign In
Get Clay Free →

Suggestions

    Cfp® Brandon Kurz

    Financial Advisor at DiversiFi Capital LLC

    Brandon Kurz, CFP®, is a highly experienced professional with a background in finance and wealth management.

    He holds a Bachelor of Business Administration (BBA) degree in Finance from California State University, Fullerton.

    Brandon has held various key roles in reputable organizations, including Financial Planner at Mercer Advisors, Wealth Manager at Aldrich Wealth LP, and Financial Planner at Dragon Financial Group.

    His diverse experience also includes positions such as Marketing Representative at Celtic Leasing Corp., Mortgage Loan Officer at Home Loan Enterprise, and Financial Advisor at AXA Advisors.

    Prior to these roles, Brandon Kurz worked as a Sales Lead/Manager at 4G Wireless - Verizon Wireless, Customer Service Rep at Underwater Systems Inc., Floor Manager at Von Hemert Interiors, and Sales Associate at Charter Capital Management.

    Cfp® Brandon Kurz
    Get intro to Cfp®
    Add to my network

    Location

    Newport Beach, California, United States