Kurt Volker
Wealth Advisor at Octavia Wealth Advisors, LLC
- Role
- Wealth Advisor at Octavia Wealth Advisors
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Kurt Volker
I take pride in developing and maintaining close relationships with my clients. In my career as a wealth advisor, I make sure to ask my clients detailed questions in order to understand the clients goals and financial desires.At Octavia Wealth Advisors, we believe in providing strategies and services that are in line with our client’s personal goals and values. Through team collaboration, we are able to work together to provide our clients with an integrated and customized plan so that clients can see where they are and where they are going.
Experience
Wealth Advisor
Jun 2020 — Present · San Diego, CA, US
As a wealth advisor, I take a planning-based approach to wealth management, helping to design and maintain customized portfolios that work to maximize the chance of meeting financial goals. I also serve as a resource to help clients successfully navigate the constantly changing global marketplace.Octavia Wealth Advisors, LLC is a registered investment advisor. Octavia Wealth Advisors provides investment advisory and related services for clients nationally. Octavia Wealth Advisors will maintain all applicable registration and licenses as required by the various states in which Octavia Wealth Advisors conducts business. For additional information, please visit our website at https://octaviawa.com/.
Education
University of Vermont
Bachelor of Business Administration (BBA), Accounting and Finance
2004 — 2008
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