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