Kurt Martinson has been a practicing Private Wealth Advisor for the past 6 years. Prior to joining Economic Planning Group, Kurt was with Edward Jones and Penn Mutual serving in the same capacity. Kurt received his degree from SCCC Selden, NY. in Business Administration. In addition, he studied at Dowling College Oakdale, NY in their Certified Financial Planning program. Kurt holds FINRA licenses Series 63 and 7 and is registered in New York , New Jersey, Georgia and Florida to sell securities.
Kurt was CEO and founder of KAM-COM Inc. KAM-COM is a global communications equipment distribution and manufacturing company. As President/CEO, he was responsible for negotiating large scale federal contracts along with detailed project planning and global installation scheduling. Kurt continues to utilize his organizational and financial skills in his role as a Private Wealth Advisor. His role now; implementing complete Financial Planning Strategies for Retirement Income and Wealth Preservation for the individual and business investor. In today’s fluid economic environment, he emphasizes an approach to stress diversification and the protection of his client’s investment portfolios from taxation. He specializes in helping protect his clients from the expenses of Long Term Care and assisting with legacy planning. Kurt's clients also include small businesses. He assists them in establishing and administering "401k's," "Buy/Sell Agreements" and "Succession Plans." Kurt’s goal is to guide each client in planning for their financial future. His belief: “Poor Planning equals Poor Performance.”
Kurt has participated in CPA lectures for continuing professional education. He has hosted informational seminars to inform and educate clients about investing options and strategies.
Kurt has been married for 32 years, to his wife Peggy, a Registered Nurse at a local Hospital. He is also the proud father of 2 sons, Kurt Jr. and Eric, who have also chosen finance as their careers after receiving Bachelor degrees from James Madison University.
Kurt has served as a volunteer Fireman and participated as host in charity golf tournaments. Kurt is active in his community supporting various charities. When he is not dedicating his time to his clients, he enjoys traveling, boating and golfing.