Mike Kurz

Mike Kurz

Formal First Name

Mike Kurz, CPWA®, CIMA®, CFP®, CAIA has spent 20 years in the corporate industry of Wealth Management in counselling Investors and Financial Advisors. In 2019, he transitioned out of the corporate world and launched Overshare Advice and Planning where he serves as the CEO to deliver on the most strict definition of the Fiduciary Standard of Care for Clients. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops. Mike believes it is necessary to pair the technical needs of advanced financial planning with the emotional motivations required to positively impact our audience.

Professional Experience

Academic History

  • Recently, Mike joined a non-profit advisor education organization to drive success in both high content standards and share the value throughout the wealth management industry.

  • Prior to founding OverShare, MIke served as the founder and President of the North Texas Investment Management Consultants Association Chapter.

  • Mike volunteers time for Financial Literacy Education and Research.

  • "The greatest pleasure in helping others encompasses using technical knowledge strengthened by creativity and shared experiences to inspire my audience to develop their personal call to action." — Mike Kurz

Mike Kurz's Licenses & Certifications