Transforming Financial Planning with Data-Driven Strategies | Randy Kurtz, CFP, RIA, Upper Left Wealth 00:10:00

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Randy Kurtz is a nationally recognized expert on risk. A Registered Investment Advisor and CFP® managing individuals’ assets, he’s been challenging the financial industry’s status quo for over a decade. Randy feels the standard portfolio Wall Street doles out comes with far more risk than clients realize. His goal is to transform the industry by turning the client-advisor relationship from a return-centered conversation to a risk-centered one. He developed the DataDriven Process in an attempt to create extremely diversified portfolios. His process aims to lower excess risk taken in client portfolios via a leaner range of outcomes, without reducing expected return. He has been profiled in Forbes, The New York Times and The Wall Street Journal. ​ Randy has aged 10 years since this picture, but he refuses to change it. ​ He holds an M.B.A. in finance from Columbia Business School and a B.S.B.A. in finance from Washington University in St. Louis. Randy is a member of Mensa.

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