Kurt is a Financial Advisor with 21st Century Financial. Before moving to Florida in April of 2006 , he owned Anderson Financial Services, LLC in Zanesville, Ohio. He holds a CFP® (Certified Financial Planner ™), ChFC® (Chartered Financial Consultant), CLU® (Chartered Life Underwriter), LTCP (Long-Term Care Professional), and CASL® (Chartered Advisor for Senior Living) professional designations. He also holds Series 7, 63, 65, and 26 securities licenses. He earned his Bachelor of Arts degree from Ohio University in Athens, Ohio and his Masters of Science in Financial Services from The American College in Bryn Mawr, PA.
He is a Past-President of the National Association of Financial Advisors of Tampa. He is also the VP of the board of directors of his condominium association and is presently on the church council of Church of The Resurrection.
Kurt and his wife Ruth have been married since 1976 and reside in the Carrollwood area of Tampa. They have two grown daughters and one grandson.
Kurt specializes in helping businesses and individuals meet their financial goals. He helps individuals to retire comfortably, to send their children to college without sacrificing their retirement, to grow and protect their assets and leave a legacy to their children or charity. He works with business owners to develop business continuation plans, employee and employer benefit plans to meet the needs of the owners.