Kurt Biederman is an experienced and knowledgeable retirement specialist and is ready to work with you to ensure you and your family’s financial future is secure and your goals and objectives are met. He has a Masters degree in Business and Administration from the University of Redlands, and is also certified in Financial Planning and Project Management from the University of Irvine.
After thirty years working at Boeing as a Project Engineer, he made the decision to start his own financial services company, OC Financial & Insurance Agency. As a Retirement Specialist, his main goal is to help you make well-informed decisions on what type of investments are right for you. He also emphasizes the need to adjust investment plans as your goals and needs change. He will always listen to your concerns, share all information about potential investments, including; benefits, risks and tax issues, and will treat your financial goals with the same care and interest that he devotes to his own.
Kurt looks forward to being your trusted retirement specialist and expert resource as your build a secure portfolio or investments. Contact him, and let him get to work on your future.
LICENSES & ACCREDITATIONS
- Certified Financial Planner TM (CFP®)
- Retirement Specialist
- Life/Annuity Licensed
AREAS OF EXPERTISE
- Financial Services
- Retirement Planning
- Insurance Services
- Estate Planning