Find the Certified Financial Planner™
Who's right for you.

Kurt N. Gusinde, CFA, CFP®, MBA

Exeter Financial

7001 N Scottsdale Rd
Suite 1055
Scottsdale, AZ 85253
Phone: (480) 588-0835
Fax: (480) 991-3168

Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Limited Partnerships
  • Mutual Funds
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Sudden Wealth
  • Men's Finances
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.