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KCBP, LLC 
KCBP, LLC 
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      • Jonathan Kurtz, CFP®, CLU®, ChFC®
      • Arnie Connor, RFC®, CFS®
      • Thomas Phillips, CFP®, ChFC®, CFS®, LUTCF®
      • Casey Finger, CFP®, AWMA®
      • Rachel Tran, CFP®
      • Russell Jones, CFP®
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      • Nick Miller
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KCBP, LLC 

8200 Greensboro Drive
Suite 625 McLean, VA 22102

Phone:

  • 703.584.3636

Fax:

  • 703.584.3639

E-mail:

  • info@kcbp.com

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Who We Are: Our Principals

Solutions To Build, Maintain And Protect Your Wealth

The Way We Work: Our Practice

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
More Videos »
Transcript

Newsletters

  • Moving to Another State? Consider These Tax Moves

    Moving to a new state may have tax consequences that can follow you long after you settle in.

  • HOT TOPIC: The Shutdown is Over: What Now?

    The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

  • No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

    Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

  • HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

    This article explains newly implemented and upcoming tariffs and their potential economic impact.

More Newsletters »

Calculators

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Loan Payoff

    How much will it cost to pay off a loan over its lifetime?

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

More Calculators »

 

Supervisory Office:

 

Jonathan R. Kurtz
8200 Greensboro Drive
Suite 625
McLean, VA  22102

703.584.3636 
jkurtz@kcbp.com

 

Cetera Wealth Partners is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Wealth Services, LLC site at ceterawealthservices.com

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in ID.

[ Important Disclosures and Form CRS | Business Continuity ]

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