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 trademarked 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 becoming a retail stockbroker in 1987 with Drexel Burnham Lambert 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.
An Investment Adviser Representative, Kurt has passed the Series 7 and 66 securities exams. In addition, he 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. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.
Ciarra Lodin Health Insurance Professional
Natalia Stahl Marketing Director
Andrew Gibbons Office Manager
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.