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Kurt Mortenson, CFP®
Managing Director and Senior Financial Advisor
Kurt Mortenson, CFP®
Kurt Mortenson, CFP®
Kurt Mortenson, CFP®
Kurt Mortenson, CFP®
Kurt Mortenson, CFP®
Kurt Mortenson, CFP®
Office
Palm Desert
Direct
760.340.3770

What are 3 words people use to describe you?
Fun, Adventurous, Trustworthy.

What are you most grateful for?
My clients, family, friends, adaptive cruise and my team at Cypress!

What gets you excited about life?
Helping others achieve success.

What is the best advice you have ever been given?
We have plenty of time if we don’t hurry.

How do you define success?
Continued expansion of happiness through the cumulative realization of worthy goals.

What is your proudest achievement?
Raising a caring and thoughtful son

What life lesson did you learn the hard way?
Surround yourself with trustworthy people, beyond all else.

What was the best book you’ve read and why?
Too many to pick a best.  The latest was Thinking Fast and Slow by Daniel Kahneman. Understanding how your brain works should improve your decision making process.

Kurt Mortenson, CFP® serves as a Managing Director & Senior Financial Advisor with Cypress Wealth Services. With a strong financial planning background, he specializes in helping clients establish and reach their financial goals. His main objectives are cash flow planning, tax mitigation, and investment planning. With more than 25 years’ experience, Kurt is an accomplished financial services executive with an in-depth knowledge of the investment community and its array of strategies, products, and services. Prior to joining Cypress Wealth Services, he founded Praxis Wealth Management in 2009. Before Praxis, he was a Senior Vice President-Wealth Management at Morgan Stanley Smith Barney. He received many awards in recognition of his achievements and was a consistent Council member. Kurt is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a member of the Financial Planning Association, the Desert Estate Planning Council, former Chairman of the City of La Quinta Investment Advisory Board and is a member of the Planned Giving Professional Advisors Committee for the Palm Springs Art Museum and College of the Desert. He is also active in the Big Brothers Big Sisters program. He completed his undergraduate studies at Concordia College in Moorhead, MN and attended the UCR, A. Gary Anderson Business School MBA Entrepreneurial program.
RELATED NEWS FOR Kurt Mortenson, CFP®
RELATED NEWS FOR Kurt Mortenson, CFP®
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