Kurtis R. Kuyat RFC®
Private Wealth Advisor
Kurt Kuyat is a Private Wealth Advisor with the financial planning firm Mosaic Wealth Consulting.
For over 39 years, Kurt has been dedicated in creating detailed estate, investment and insurance strategies to assist executives, professionals and owners of closely held businesses accumulate, preserve and protect wealth.
He takes pride in maintaining long-term relationships built on integrity and trust. Kurt strives to maintain high ethical standards as he helps clients towards achieving financial independence.
Kurt believes prudent investing begins with a plan, one that reflects each client's unique needs, investment time horizon and attitude toward risk. His role in helping to create a financial future includes four key steps:
- Analysis of critical goals and objectives.
- Implementation of financial products and disciplined action.
- Regularly reviewing the program and recommending changes when applicable.
- Reporting results and adapting as necessary.
A graduate from the University of Pittsburgh with a Bachelors of Science degree in Business Administration. He started his career in 1982 working as a Financial Advisor for the Equitable Financial Companies (AXA). In 2004, he moved to Principal Financial Group and held a position as a Senior Financial Service Representative/financial advisor. Mr. Kuyat is an advisor with Lincoln Financial Advisors Corp. His professional affiliations include membership of the International Association of Registered Financial Consultants, Inc. (RFC®). He holds Series 7, 63, and 65 securities registrations as well as life, accident and health licenses.
Kurt lives in Greensburg Pennsylvania and is a member of Latrobe Country Club. In his time away from the office, he enjoys playing golf, fitness and spending time with his family.