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® 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 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.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® 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


Natalia Stahl Marketing Director

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.

Or give us a call at 941.822.8778.