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Brian Kurcaba, Financial Advisor

FINANCIAL ADVISOR
Brian C Kurcaba

CFP®, ChFC®, CRPC™, CRPS™
3280 University Ave Suite 5, Morgantown, WV 26505opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Wealth Strategies
  • Estate & Legacy Strategies

About Brian

I have been with Edward Jones since 2003 and have helped individuals, families and business owners through a variety of financial situations. I commonly help people by providing advice on how to save for retirement, live off their savings in their retirement years and leave a legacy to their loved ones.

While I enjoy meeting with clients in person, I'm happy to do meetings by phone or virtual software. Here is how an initial meeting can look for you: I would evaluate your financial situation – this entails examining suitable options for your retirement savings (i.e., 401(k)s, 403(b)s, pensions and...

Work History

  • Edward JonesMay 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • College for Financial PlanningMaster of Science
  • West Virginia UniversityMaster of Science

Personal Interests

  • Fishing
  • Personal Fitness
  • Spending Time with Family
  • History and Museums
  • Running

Team Members

  • Trina Browning
    Registered Branch Associate
  • Ahna Lewis
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(304) 599-8322

Fax

(866) 508-4583

Office Address

3280 University Ave Suite 5
Morgantown, WV 26505opens in a new window

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