Brian J. Kurrus, CFP®

Brian J. Kurrus, CFP®

Financial Advisor

Phone: 703.287.7139
Fax: 703.287.7137
E-mail:


Working with families and small business owners, Brian’s mission is to provide his clients with a diverse range of wealth management solutions that will help:

  Assist in investing toward their family’s future 
  Optimize their retirement strategies 
  Protect assets that have taken a lifetime to accumulate 
  Reduce potential income or estate tax exposure* 
  Protect their business against the loss of key employees 
  Create ownership succession strategies


By focusing on the specific concerns and circumstances of each individual client, Brian is able to offer comprehensive strategies that suit the needs of his clientele.
 

Areas of Focus
  Business Succession Plans
  College Funding
  Disability Income Insurance
  Investment Advisory Programs 
  Life Insurance
  Long Term Care Insurance
  Pension Income Alternatives
  Retirement Planning

  Survivor Needs Planning
  401(k) and Other Retirement Plans

Professional Credentials
  CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
  FINRA Series 6, 7, 63, 65 Professionally Licensed
  Life and Health
Insurance Licensed

Industry & Community Involvement
  Society of Financial Service Professionals, Member
   Financial Planning Association, Member

  Virginia Tech Alumni Association: National Capital Region Chapter, Member and Active Volunteer
  Merrifield Citizens Association, Member


Background
Brian Kurrus was born in Washington D.C. and grew up in Chantilly, VA. In 2002 he graduated with honors from Virginia Tech University with a degree in Finance. In his free time, Brian enjoys golfing, hiking and spending time with his friends and family.


More About Brian
  Brian's Bio
  Brian's Service Team


*The financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.