Kurt Wunderlich, CFA, CFP®
Kurt Wunderlich CFP®, CFA is a Client Development Advisor at Buckingham Strategic Wealth in St. Louis, Missouri. A former minor league pitcher, Kurt Wunderlich has witnessed several teammates being taken advantage of financially. The players would turn over their financial lives to people who didn’t explain how they planned to help meet the players’ financial goals. That experience motivated Kurt to make finance his career, so he could help people understand financial markets and the science behind investing.
As a client development advisor, Mr. Wunderlich works with a team focused on delivering an outstanding experience for Buckingham's clients as they begin their relationship with the firm. The most rewarding part of Kurt’s day is collaborating with his clients and advisors to develop creative solutions and find the ideal fit based on their unique goals and circumstances.
Kurt received a bachelor’s degree in finance from Michigan State, where he helped the baseball team earn a conference championship. He received the Rolan Hemond Award Scholarship and earned an MBA from the University of Phoenix while playing minor league baseball . Kurt has passed the Series 7 and Series 66 exams. He earned his Chartered Financial Analyst designation in 2017 and his Certified Financial PlannerTM professional designation in 2018.
Kurt lives in his hometown of St. Louis, Missouri with his wife and 2 daughters. He works with several charitable organizations, including Forest Park Forever. Kurt is also an elder at the First Presbyterian Church of Kirkwood and a member of the Tocqueville Society, which is part of the United Way of Greater St. Louis. In his spare time, he plays golf and tennis and enjoys cooking, traveling and watching sports.