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KCBP, LLC 
KCBP, LLC 
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      • Jonathan Kurtz, CFP®, CLU®, ChFC®
      • Arnie Connor, RFC®, CFS®
      • Thomas Phillips, CFP®, ChFC®, CFS®, LUTCF®
      • Casey Finger, CFP®, AWMA®
      • Rachel Tran, CFP®
      • Russell Jones, CFP®
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      • Nick Miller
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KCBP, LLC 

8200 Greensboro Drive
Suite 625 McLean, VA 22102

Phone:

  • 703.584.3636

Fax:

  • 703.584.3639

E-mail:

  • info@kcbp.com

Calculators

You can review interesting calculators on my site.

View Calculators

Flipbooks

You can review interesting Flipbooks on my site.

View Flipbooks

Videos

We have interesting videos for you to watch on my site.

View Videos

Who We Are: Our Principals

Solutions To Build, Maintain And Protect Your Wealth

The Way We Work: Our Practice

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
More Videos »
Transcript

Newsletters

  • HOT TOPIC: The Shutdown is Over: What Now?

    The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

  • Balancing Life in the Sandwich Generation

    The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

  • Wealthy Colleges Face Expanded Endowment Tax

    A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

  • REITs Offer Income and Diversification

    Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

More Newsletters »

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Net Worth

    A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators »

 

Supervisory Office:

 

Jonathan R. Kurtz
8200 Greensboro Drive
Suite 625
McLean, VA  22102

703.584.3636 
jkurtz@kcbp.com

 

Cetera Wealth Partners is a distinct community within Cetera Wealth Services, LLC. Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Registered representatives of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative (s) listed on the site or visit the Cetera Wealth Services, LLC site at ceterawealthservices.com

The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:

We are licensed to sell Insurance Products in ID.

[ Important Disclosures and Form CRS | Business Continuity ]

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