Associate Wealth Advisor
Kurt Wunderlich, CFA, CFP®
As a former minor league pitcher, Kurt witnessed several teammates being taken advantage of financially. The players would turn over their financial lives to people who didn’t explain how they planned to help meet the players’ financial goals. That experience motivated Kurt to make finance his career, so he could help people understand the financial markets and the science behind investing.
As an associate wealth advisor, Kurt works with an advisory team to manage portfolios, offer advanced planning and identifying tax-efficient strategies. But what Kurt most enjoys is helping people gain a better understanding of their finances and aligning their goals and values. The most rewarding part of Kurt’s day is hearing that he helped someone construct a plan to realize their goals.
Kurt received a bachelor’s degree in finance from Michigan State University, where he helped the baseball team earn a conference championship. He received the Rolan Hemond Award Scholarship and earned an MBA from the University of Phoenix while playing minor league baseball . Kurt has passed the Series 7 and Series 66 exams. He earned his Chartered Financial Analyst designation in 2017 and his Certified Financial PlannerTM professional designation in 2018.
Kurt lives in his hometown of St. Louis with his wife and two daughters. He works with several charitable organizations, including Forest Park Forever. Kurt is also an elder at the First Presbyterian church of Kirkwood and a member of the Tocqueville Society, which is part of the United Way of Greater St. Louis. In his spare time, he plays golf and tennis and enjoys cooking, traveling and watching sports.