Jonathan Kurtz, CFP®, CLU®, ChFC®

Jon has over 25 years of experience as a financial advisor and is a co-founder of KCBP, LLC.  He focuses on holistic financial planning by reviewing investment, insurance, tax, retirement and estate planning strategies with his clients.

He has taught adult education financial planning workshops at various universities, high schools, and businesses in the Washington, DC area. Jon has also hosted a weekly retirement planning radio show.  Publications including the Wall Street Journal and Investment News have highlighted Jon's work.  The Financial Times has recognized Jon on their 2019 and 2020 FT400 lists as one of the top 400 financial advisors nationwide*.

Jon has earned the Certified Financial Planner™ certification, Chartered Financial Consultant, and Chartered Life Underwriter designations and is an economics graduate of the University of Massachusetts, Amherst.

When he is not working, Jon spends time with his wife and two children and enjoys skiing, running, tennis and travelling with his family. 

*The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT's research. The listing reflects each advisor's performance in six primary areas. The factors are: 1. Assets under management; 2. AUM growth rate; 3. Years of experience; 4. Compliance record; 5. Industry certifications; 6. Online accessibility. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the advisor by any client.