The Carlson Group

Kurt Carlson, CFP®, CFA®, AIFA®

Executive Vice President

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.

Kurt Carlson is also active on Hefren-Tillotson’s Asset Management Advisory Board, 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, 2018 and 2019. He was also named Forbes Best-In-State Wealth Advisors for 2019.

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 currently working for Yelp in the DC area.

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.

Send Message
Ready to take the first step toward your financial future?
Send Kurt a Message

Watch and learn

Videos With Kurt Carlson, CFP®, CFA®, AIFA®

Inside the Markets: Mid Year Review – Webinar Recording – June 24, 2021

48:17. | with Brian J. Koble, CFA®

Inside the Markets: One Year Later

49:47. | with Jonathan Bernstein, CFA®, CFP®, Brian J. Koble, CFA®, Timothy Davis

Hefren-Tillotson: Market Insights – Webinar Recording – July 16, 2020

44:49. | with James G. Meredith, CPA/PFS, Brian J. Koble, CFA®

“History doesn’t repeat itself, but it often rhymes” – Part 2 – Webinar Recording – April 30, 2020

59:05. | with James G. Meredith, CPA/PFS, Brian J. Koble, CFA®

“History doesn’t repeat itself, but it often rhymes” – Webinar Recording

40:11. | with Brian J. Koble, CFA®, James G. Meredith, CPA/PFS

Pre-Retirement Years – Part 1

04:46.
Kurt is available to help you with your investments and answer your questions.
Send Kurt a Message
Send a Message to
Kurt Carlson
and take the first step towards your financial future.
  • This field is for validation purposes and should be left unchanged.

Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.

What can we help you find?