Brian J. Kurrus, CFP®

Brian J. Kurrus, CFP®

Financial Advisor

Working with families and small business owners since 2002, Brian’s mission is to provide his clients with a diverse range of wealth management strategies 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.

FINRA and SEC registrations:
FINRA Series 6, 7, 63, 65 Professionally Licensed

Professional Licensing:
Life & Health Insurance Licensed

CERTIFIED FINANCIAL PLANNER™ Practitioner
The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. To become certified, you are required to meet the following initial certification requirements (known as the four "Es"):

• Education • Examination • Experience • Ethics

Education:

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

Personal:
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 wife, friends and family.

Phone 703.287.7139
Fax 703.287.7137