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 FT400 list 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 formula the FT uses to grade advisers is based on six broad factors and calculates a numeric score for each adviser. The factors are: 1. Assets under management can signal experience managing money and client trust. 2. AUM growth rate (we look at both one-year and two-year growth rates) can be taken as a proxy for performance, asset retention and ability to generate new business. 3. Years of experience indicate experience managing assets in different economic and interest-rate environments. 4. Compliance record provides evidence of past client disputes. A string of complaints could signal problems. 5. Industry certifications (CFA, CFP, etc.) demonstrate technical and industry knowledge and obtaining these designations shows a professional commitment to investment skills. 6. Online accessibility illustrates commitment to providing investors with easy access and transparent contact information. Assets under management accounted for an average of 70 per cent of each adviser's score. AUM growth rate accounted for an average of 17 per cent.