Kurt Von Buettner, CFP®, ChFC®, CLU® | Wealth advisor
Located at SWBC Tower
9311 San Pedro Ave., Ste. 600 | San Antonio, TX 78216
Office: 210.376.3299
Toll Free: 800.527.0066 x63299
Fax: 877.308.7521
Email: kvonbuettner@swbc.com
As a member of the SWBC Wealth Management team, Kurt brings a seasoned financial perspective to his clients. He has worked for over 15 years in the financial services industry and attributes his success to his holistic approach to working with his clients and understanding their needs.
Kurt spends significant time with each client to reach a complete understanding of their concerns and goals. In doing so, he can effectively access their situations and recommend appropriate financial solutions. Kurt strives to bring together the right people at the outset and welcomes the opportunity to work with his client's legal or tax advisor.
Kurt takes a well-rounded approach in providing thoughtful and timely solutions for a variety of products, including:
•Investments
• Asset Preservation
• 401(k) and other retirement plans
• Insurance (including long-term care)
• Education Planning
• Estate Planning
• Gifting
• Small Business Plans
Prior to joining SWBC in 2015, Kurt was a Financial Advisor at USAA Financial Advisors, Inc for 11 years. He holds the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations and FINRA Series 6, 7, 63 and 65 licenses. Kurt earned a Bachelor in Business Administration from University of Texas San Antonio.
Check the background of this investment professional on FINRA's BrokerCheck.