Kurtis Kuyat, RFC

Private Wealth Advisor

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Phone: (412)317-1412
Fax: (412)317-1402
E-mail: kurt.kuyat@mosaicplanners.com

For nearly 30 years, Mr. Kuyat has been dedicated in creating detailed estate, investment and insurance strategies to assist executives, professionals and owners of closely-held businesses accumulate and protect wealth.

Mr. Kuyat takes pride in maintaining long-term relationships built on integrity and trust.  Mr. Kuyat strives to maintain high ethical standards as he helps clients potentially achieve financial independence.

Mr. Kuyat believes smart investing begins with a plan, one that reflects each client's unique needs, investment time horizon and attitude toward risk.  His role in helping to create a financial future includes four key steps:

1. Analysis of critical goals and objectives
2. Implemention of financial products and disciplined action.
3. Monitoring the program and recommending changes when applicable.
4. Reporting results and adapting as necessary.

Mr. Kuyat graduated from the University of Pittsburgh with a Bachelors of Science degree in Business Administration.  He started his career in 1982 working as a Financial Advisor for the Equitable Financial Companies (AXA).  In 2004, he moved to Principal Financial Group and held a position as a Senior Financial Service Representative/financial advisor.  Mr. Kuyat presently is an advisor with Lincoln Financial Advisors Corp.  Mr. Kuyat's professional affiliations include member of the International Association of Registered Financial Consultants, Inc.  He holds Series 7, 63 and 65 securities registrations as well as life, accident and health licenses.

Mr. Kuyat lives in Export Pennsylvania with his wife Judy and three sons.  Mr. Kuyat is an avid golfer and is a current member of  Westmoreland Country Club.  In his time away from the office he enjoys fitness and spending time with his family.