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Home > Financial Planner Directory > Arizona > Scottsdale > Kurt N. Gusinde, CFA, CFP®, MBA

Kurt N. Gusinde, CFA, CFP®, MBA

Planner List SAVED PLANNERS (0)

Exeter Financial

7001 N Scottsdale Rd

Suite 1055

Scottsdale, AZ 85253

Phone: (480) 588-0835

Fax: (480) 991-3168

Saved in Saved Planners

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

Fee Only

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

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