Kurt Finchum
Financial Planner @Edelman Financial Engines
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WORK HISTORY
Financial Planner @Edelman Financial Engines
Phoenix, AZ, US
With our Dedicated Planner Team, I support retail and 401k clients nationwide. I meet virtually with new and existing clients to evaluate their situation, identify problems and recommend appropriate investment solutions. Assist with onboarding, develop financial plans, and transfer of additional assets. Utilize listening and negotiating skills to explain the importance of investing and teach the Edelman Financial Engines philosophy to clients.Series 65 and Life & Health licensesCRPC
EDUCATION
Arizona State University
Music Education
Purdue University
Bachelor’s Degree
SKILLS
ABOUT KURT FINCHUM
Financial Planner helping clients develop investment strategies and reach their retirement goals
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