Kurt Reif is a seasoned Certified Financial Planner professional. Kurt has been in the industry for nearly twenty years and has developed a deep understanding and extensive expertise in modern-day financial planning. Throughout the last two decades, Kurt has built his approach around his ability to foster connections with people and build relationships.
As a true people person, Kurt loves nothing more than to meet a new client, learn their story, and spend his time helping them plan their lives to ensure that they can finish their story just as they wish.
“For me, every single person I meet is always worth it. People in the financial industry seem to be consistently focused on their time and on products, but for me, I’m focused on listening, the stories, and the friendships. I want my clients to get to know me, just as I get to know them. I want them to know what to expect. And most importantly, I want them to believe that they’re in good hands.”