Brian J. Kurrus, CFP®

Brian J. Kurrus, CFP®

Financial Advisor

Phone: 703.287.7139
Fax: 703.287.7137
E-mail:


Please visit my website for additional information.

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
  Portfolio Building
  College Funding
  Retirement Planning
  Wealth Protection
  Survivorship & Asset Protection
  Disability Income
  Long Term Care Planning
  Wealth Distribution

  Trust & Estate Planning
  Charitable & Family Gifting Strategies

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

Education
  Virginia Tech University- Finance (honors)
  The American College- Certified Financial Planner (CFP
®)

Background
Brian was born in Washington D.C. and raised in Chantilly, VA. He currently resides in Falls Church, VA. 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.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck