Randy Kurtz’s Data Driven Advisor Program: Transforming Financial Planning | Randy Kurtz, President , Upper Left Wealth Management. 00:10:00
Randy Kurtz, CFP, RIA, President of Upper Left Wealth Management, transitioned from stock picking at Bear Stearns to creating diversified financial strategies. His Data Driven Advisor program leverages his expertise and Excel skills to develop portfolios that lower volatility and align with long-term financial goals. This approach aims to reduce fluctuation and address client concerns while maintaining strong returns.
