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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®
      • Angela Wood
      • Jennifer Harmon-von Bredow
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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

Videos

We have interesting videos for you to watch on my site.

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Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Who We Are: Our Principals

Solutions To Build, Maintain And Protect Your Wealth

The Way We Work: Our Practice

3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
More Videos »
Transcript

Newsletters

  • Key Retirement and Tax Numbers for 2026

    This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

  • Foreign Stocks Outperformed in 2025

    Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

  • Making It Make Sense: The Roth 5-Year Rule

    Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

More Newsletters »

Calculators

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

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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