Kurt
Irmischer
Capital Planning And Investment, LLC.
Phone: 727.446.6300
E-mail: N / A
As Managing Director of Capital Planning & Investment, LLC, Kurt began his career in financial services more than forty years ago after graduating from Michigan State University with a Bachelors Degree in Business, Banking & Finance. After holding a position as CFO and General Manager of a privately held manufacturer, he started his financial career with a major Insurace Comapny working in the area of International Reinsurance.
As an Independent Consultant to insurance companies, broker-dealers, syndicators, and financial planning firms, he provided financial and tax planning seminars and training forums for attorneys, accountants and financial planners and consulting services to their clients.
Qualifications Summary
Estate, Business, and Wealth Planning Executive with extensive experience at both the retail and wholesale levels, in Financial Strategies, Products and Services. Major producer, consultant, and trainer during 30 years in life insurance, qualified plans, securities and estate, retirement, business, and tax planning. Skilled seminar speaker, analyst and consultant to top management in business, financial planners, and broker/dealers.
Memberships
Kurt is a member of the International Association of Registered Financial Consultants, IMCA, the National Planned Giving Council (Tampa Bay Chapter), and the Financial Planning Association.
