Brandon Kurz

WORK HISTORY

EDUCATION

SKILLS

ABOUT BRANDON KURZ

Senior Financial Planner | Helping tech professionals maximize equity compensation and build long-term wealth.I’m Brandon Kurz, originally from Southern California, now living in Newport Beach. I began my career in Silicon Valley, assisting families, individuals, and businesses in developing long-term financial plans. I believe financial planning is about giving clients a roadmap to enjoy today while preparing for tomorrow. As a Financial Advisor at DiversiFi, I provide personalized financial advice to high-net-worth clients, focusing on equity compensation, tax planning, investment management, retirement strategies, and wealth diversification, always acting as a fiduciary.Outside of work, I enjoy playing basketball, scuba diving, spending time by the ocean, and participating in outdoor adventures. Who I Help & WhyI work with professionals, executives, and families navigating the complexities of growing wealth. Many of my clients are tech employees with equity compensation who require guidance on RSUs, ISOs, NSOs, ESPPs, and private company stock options. Others are planning major milestones like buying real estate as a primary or investment, growing their families, creating advanced estate and legacy plans, or preparing for early retirement. I also work with business owners and entrepreneurs who want to balance growth today with long-term financial security.I am motivated by providing clients with education-driven strategies that enable them to feel informed, confident, and empowered.🧭 My ApproachMy planning process is holistic, educational, and proactive. I take the time to understand each client’s circumstances and goals, then design strategies that align with their values. Whether optimizing taxes, structuring equity exercises, or building sustainable investment portfolios, my goal is to reduce financial stress and maximize opportunities. I want clients to feel their money is working as hard as they are, so they can spend more time enjoying life, family, and passions outside of work. About DiversiFiWe’re a team of fiduciary financial planners who specialize in advising families in tech. We help them navigate their equity compensation (RSUs, stock options, and private equity) by transforming complexity into clear, actionable strategies that align with their goals and priorities. A big part of our work is helping households cut through the noise and their own behavioral biases. If you\'re navigating equity compensation, preparing for a significant life milestone, or seeking to diversify your wealth intentionally, let\'s connect.