Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Gulf Coast Financial Planning is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Kurt Stahl, CFP®, CIMA®, CLTC®, NSSA® President and Founder
As president of Gulf Coast Financial Planning, Kurt Stahl’s business philosophy is to help clients plan for tomorrow and live for today. With over three decades of experience, Kurt helps guide clients toward their retirement dreams by developing comprehensive, customized financial plans using Gulf Coast Financial Planning’s five-step process: The Retirement Investment Roadmap.
Kurt is passionate about helping clients have sufficient income to cover their living expenses and fund their dreams for the rest of their lives, no matter what the markets do.
Born in Chicago, Kurt grew up there and in northern Virginia. He received a Bachelor of Arts in economics from the University of Virginia in 1984. He worked as a mortgage broker for several years before joining Drexel Burnham Lambert in 1988 in Washington, D.C, where he later worked for Smith Barney and JPMorgan Chase. Kurt’s career has spanned the globe, including a position as a director of an American private equity firm in St. Petersburg, Russia, and as a C-level executive of an Australian investment bank. Kurt also has participated in the establishment of companies now listed on the Australian and Toronto stock exchanges.
As an Investment Adviser Representative, Kurt also holds life, health and variable annuity insurance licenses in Florida. He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, and holds the Certified for Long-Term Care (CLTC) and National Social Security Advisor designations, and he has extensive experience with Medicare Supplement insurance.
Kurt lives in Sarasota, Florida, with his wife, Natalia, daughter Marie and son Michael. His oldest daughter, Megan, lives and works in California. In his spare time, Kurt can be found with his family at the beach, at the soccer fields with his son, at a dance competition with his daughter or engaged in community activities.
National Social Security Advisor Certificate Program (NSSA), is a certification created by the National Social Security Association, a for-profit entity. The NSSA Certificate Program grants a Certificate to those who complete the one-day course and pass the proctored assessment. NSSA is independently accredited by The Institute in Credentialing Excellence (ICE).NSSA is not affiliated with, nor endorsed by, the Social Security Administration or any governmental agency. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and ® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Ciarra Lodin Health Insurance Professional
Ciarra Lodin
Health Insurance Professional
Ciarra Lodin helps clients understand and select among their Medicare options, including Original Medicare, Medicare Advantage, Medicare Supplement Insurance and Medicare prescription drug policies. She has held positions in various aspects of the insurance and financial services industries for over 35 years.
Born and raised in New York, Ciarra left to attend New England College in Henniker, New Hampshire, where she majored in business. She obtained her Chartered Life Underwriter® (CLU®) designation and other industry accolades.
Ciarra spent many years living on the West Coast, in California and Arizona, where she raised her son, Kyle. Ciarra has a passion for international travel, having been to 16 countries, and has a bucket list of many more to come. She has visited all but five states in the U.S., and she especially loves visiting national parks. Her interests include healthy cooking, nature, photography, socializing with friends and being a mentor. Her passion is helping others to be the best that they can be and to live an extraordinary life.
The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission.
Natalia Stahl Marketing Director
Natalia Stahl
Marketing Director
As the marketing director of Gulf Coast Financial Planning, Natalia Stahl handles all event coordination and informational seminar arrangements. She holds her life, health and variable annuity insurance licenses.
Natalia is a graduate of the University of St. Petersburg in Russia with a Bachelor of Arts in sociology and economics. She completed a Master of Business Administration at the IMISP Institute in St. Petersburg.
Natalia previously worked as executive assistant to the CEO of Eurocapital, a private investment bank in Moscow, and as an event manager at BC Communications, a public relations firm in St. Petersburg.
Natalia and Kurt met when he worked in St. Petersburg for an American private equity firm. Natalia is now a proud American citizen.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
