Trusted Financial Advisor

Mr Kurt T Mortenson CFP

Mr Kurt T Mortenson CFP

Praxis Wealth Management, Inc.

41990 Cook St Bldg F-2002, Palm Desert, CA

90% Trust Score
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Compensation
Commission and Fee
Min. Assets
$1,000,000
Languages
English
License
Not Validated

Areas of Expertise

Charitable Giving, Comprehensive Financial Planning, Investment Management, Life Transitions, Long-Term Care, Retirement Income Management, Retirement Planning

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor