Kurt Schafers, JD, CFP®
Kurt Schafers’ favorite part of his job is interacting with clients, reaching out to them to address needs, answer questions and assure them their plan is on track to meet financial goals. He gets great satisfaction when he demonstrates to clients that the plan customized specifically for them is delivering anticipated results, yielding them security and happiness.
Day to day, Kurt monitors client accounts, and assists his team with implementing comprehensive plans that take into account investment management as well as tax and estate-planning considerations. It’s important to Kurt to work for a firm whose driving principle is doing what’s in the clients’ best interests through an evidence-based approach.
Prior to joining Buckingham Strategic Wealth, he worked as an attorney in private practice where he focused on issues related to the financial services industry. Kurt is a graduate of Truman State University and St. Louis University School of Law. He also holds the CERTIFIED FINANCIAL PLANNER™ professional designation.
Outside of Buckingham, he sits on the alumni board of Chaminade College Preparatory School. He and his wife have four children and reside in the greater St. Louis area.