Kurt Angstadt (CFP®)

Kurt Angstadt focuses in the
following client markets or areas of practice:

Business Owners

Entrepreneurs

Generation X

Professional Athletes or Entertainers

Real Estate Investments

Retirement Plan Investment Advice

Planning Specialties

Kurt Angstadt is responsible for partnering with clients to design, develop and implement financial plans that meet the client’s current and future needs. Kurt earned his Bachelor of Science in Business and Sport Management from York College of Pennsylvania and earned his Certified Financial Planning ™ (CFP®) from The American College.

Kurt is an active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). He began his career at Vanguard and eventually joined Bryn Mawr Trust as Vice President and Senior Investment Manager. Most recently, Kurt served as Partner and Wealth Manager at a boutique Registered Investment Advisor group in Berwyn, PA.

Kurt currently serves on the Board of Directors of the Upper Mainline YMCA and is an active member of F&A Mason.

Additional Information

In his spare time, Kurt enjoys tackling home improvement projects, training for IRONMAN triathlons and developing his wine palette. Being a native of King of Prussia, he is a loyal Philadelphia sports fan. Kurt currently lives in Berwyn, Pennsylvania with his wife and their two sons.