Kurt Mac Millan, CPA, CPFA®
Kurt received his undergraduate economics degree and teaching credentials from California State University, Northridge. Kurt taught high school economics and government for 5 years. After that he returned to Sonoma State University to complete coursework required for the CPA exam. He was a management consultant and supervising auditor for Bazilio, Cobb & Associates for 14 years gaining a broad understanding with the workings of business and investments. He has brought this experience to his clients as a LPL Financial Advisor with an emphasis on investments, retirement planning, risk management, and estate planning. Kurt holds the Series 7 and 66 securities registrations through LPL Financial and the Life, Disability, and Variable Annuity licenses with the State of California. His personal interests include travel, world events, tennis, and walking. He believes listening, trust, persistence, and service are the foundation of lasting relationships and success.
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