Kurt Haugen, RICP®
Wealth Advisor

Request an Appointment | Office Information

Kurt Haugen is a Wealth Advisor at Beacon Pointe Advisors, with nine years of wealth management experience, and is responsible for partnering with the Beacon Pointe investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Kurt works closely with clients nearing or transitioning into retirement, as well as business owners, to develop financial strategies uniquely tailored to their personal goals and values. Kurt specializes in retirement income distribution strategies, wealth management, and insurance planning. Kurt is a Retirement Income Certified Professional (RICP®) and graduated from the University of Wisconsin-Stout with a degree in Hospitality Management and a minor in Business Management, along with being a member of the NCAA hockey team. Outside of the office, Kurt enjoys spending quality time with his wife, Sarah, and their two children, Cole and Gracelyn, golfing, being on the ice rink, or enjoying the outdoors with his family.