Mission
You can trust Wilde Wealth Management Group to always be there when you need us, answering your questions and working with you in pursuit of your goals. Since service is all that we sell, you can count on us to:
-Treat you with respect, honesty, and integrity
-Work as your financial advisor, always putting your interests first
-Educate you to ensure that you are comfortable with each of our recommendations
-Strive to exceed your expectations at every level of the relationship
Description
With 15+ years of experience in Investment and Portfolio Analysis, Kirtus is a CFP® (CERTIFIED FINANCIAL PLANNER™) who is passionate about helping his clients meet their financial and life goals. Kirtus focuses on a comprehensive financial management process to build upon the accumulated wealth of clients while taking into account the need for capital preservation and family values. Kirtus is firmly committed to long-term client relationships and through financial planning, he helps his clients with retirement, education, estate & insurance planning strategies. From job changes, marriage, births, divorce, and deaths; he works closely with his clients to ensure their investment strategy/financial plan is customized for their specific life needs. Kirtus said, “People are my passion and it’s extremely fulfilling to help my clients make smart financial decisions while they navigate through life’s major events.”
Kirtus has a Bachelor of Science from Liberty University and has his CFP® and AAMS® designations and maintains series 7 & 66 registrations, and life insurance licenses. Contact him for an initial no-cost, no-obligation ‘get acquainted' meeting. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Please be advised that we cannot accept trade requests via Facebook or email, please contact our office directly with your instructions.
