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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

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 with the Carlson Group at Hefren-Tillotson and Callie is a senior 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.

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The Carlson Group

Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.