The Wurz Financial Team
Wurz Financial Services is an independent, family-owned and operated business. We are dedicated to helping you move with confidence from your working life to a comfortable retirement. Our family's legacy goes back three generations to 1957 when John Wurz first became licensed and entered the business.
Meet the team:
Darren P. Wurz, MSFP, CFP®
Financial Planner
Darren is a Certified Financial Planner® Professional with an M.S. in Financial Planning from Golden Gate University. As a fiduciary and fee-only advisor, he specializes in working with attorneys, law firm owners, and couples near retirement, providing comprehensive financial planning and active investment management. He is dedicated to helping his clients transition from their working life to a comfortable retirement with confidence. He is the author of "The Lawyer Millionaire," expected to be released in early 2022 from the American Bar Association. Darren is active in his local community as a member of the Northern Kentucky Bar Association, the Northern Kentucky Chamber of Commerce, and the Covington Business Council. He is also a member of the American Bar Association and the Financial Planning Association.
To learn more about Darren, connect with him on LinkedIn.
Travis R. Wurz
Financial Consultant
I serve business owners, realtors and self-employed individuals out of the Toledo office. After graduating from the University of Toledo with a Bachelor's degree in Financial Services and Entrepreneurship, I went on to getting both my Series 7 and Series 66 licenses. I primarily work with realtors, entrepreneurs and other self employed individuals who are seeking to create a diversified income stream, build long term wealth and plan for their retirement.
I am passionate about continuing our family tradition of providing sound and intelligent financial planning services to our new and existing clients.
**Securities offered through Fortune Financial Services, Inc. Member FINRA/SIPC. Wurz Financial Services and Fortune Financial Services, Inc. are separate entities.
Email: trw1@fortunefinancialservices.com
Richard H. Wurz
Consultant
I began my career in financial services while still in my twenties and that means I've weathered every market cycle and economic condition of the past 30+ years. That gives me a unique perspective and deep understanding of the ups and downs of the financial markets, which I use to help our clients accumulate, preserve, and pass on wealth with maximum efficiency.
The credo I live by and what I've instilled in my sons is this: “People don't care how much you know unless they know how much you care.” I believe this - and so do they.
Email: rhw@wurzfinancialservices.com
Do you want to explore becoming a Wurz Financial client?
Schedule a complimentary introductory meeting/phone call with us to see if we're a good fit.