Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > California > Palm Desert > Kurt Mortenson, CFP®
Find the Certified Financial Planner™
Who's right for you.

Kurt Mortenson, CFP®

Praxis Wealth Management, Inc.

73-271 Fred Waring Drive
Suite 103
Palm Desert, CA 92260
Phone: (760) 340-3770
Fax: (760) 340-3889

Print Profile

View Map

Get Directions

Saved in Saved Planners

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

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Identity Theft
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Tangible Assets
  • Long-term Care
  • Succession Planning
  • Sudden Wealth

 

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.