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Kurt Carlson, CFP®, CFA®, AIFA®

Executive Vice President

Kurt Carlson, CFP®, CFA®, AIFA®

Executive Vice President

Location: North Hills
Phone: (724) 940-0990 x 1656

Kurt Carlson is an Executive Vice President with Hefren-Tillotson, Inc.; he joined the firm in 1990. As part of The Carlson Group, Kurt primarily consults with individuals in developing comprehensive financial plans and strategies to achieve their goals in the areas of investments, insurance, retirement, estate, and tax planning.

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Kurt Carlson is also active in Hefren-Tillotson's Asset Management Group, helping to guide and formulate overall investment strategies for Hefren-Tillotson's fee-based clients. Mr. Carlson is a CFP® practitioner, a Chartered Financial Analyst charter holder (CFA®) and an Accredited Investment Fiduciary Auditor (AIFA®). He was also named to Barron’s Top Advisor Rankings in Pennsylvania for 2015, 2016, 2017 and 2018.

In addition, Kurt can be heard on our weekly radio show, "Your Money and You", airing live every Sunday morning from 9:00-11:00 AM EST on NewsRadio 1020 KDKA. 

Mr. Carlson received his undergraduate degree, Bachelor of Arts in Financial Planning, from Grove City College. Kurt's less formal education included time spent in Pakistan where his parents worked as missionaries. 

He is married and has 2 daughters, Cassidy and Callie. Cassidy works in the Pittsburgh area and Callie is completing her education at Tulane University.

Kurt is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Click the background of this investment professional on FINRA's BrokerCheck.

The Carlson Group

Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.