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Marty Kurtz, Cpa
Financial Consultant at Martin J. Kurtz, CPA
Experienced CPA and financial expert specializing in retirement planning and business succession planning.
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Location
Fort Lauderdale, Florida, United Stat...
Skills
- Retirement Planning
- Estates And Trusts
- Financial Planning
- Estate Planning
- Business Succession Planning
- Show all
Bio
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Topline AI
Marty Kurtz, CPA, is a seasoned financial professional with 30+ years of experience in retirement planning, estates and trusts, financial planning, and business succession planning. He has worked with various organizations, including Martin J. Kurtz, CPA, Creative Wealth Management, LLC, Kaufman, Rossin & Co., London Witte & Company, PA, and Kurtz & Company.
Experience
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Martin J. Kurtz, CPA
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Miami/Fort Lauderdale Area
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Financial Consultant
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Mar 2016 - Present
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Miami/Fort Lauderdale Area
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Creative Wealth Management, LLC
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Fort Lauderdale, Florida
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Director, Client Development, Fort Lauderdale office
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Jul 2013 - Mar 2016
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Fort Lauderdale, Florida
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CPA
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Jan 2010 - Jun 2013
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CPA
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Dec 1996 - Dec 2009
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CPA
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Jun 1980 - Nov 1996
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Education
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1960 - 1964University of Miami
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Accounting and Auditing”
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