Kurt Rauzi, Certified Wealth Planning Advisor
How to take the A place to think Survey
Care to Know Planning
About Kurt
Kurt Rauzi
email: KRauzi@Dedicated-Cap.com
tel: (415) 765-1778
web: https://Dedicated-Cap.com
PROFESSIONAL ACCREDITATIONS
Kurt holds a Chartered Financial Consultant and Certified Exit Planner Designations.
MEMBERSHIPS
He has shared his ideas and expertise with many organizations, including the Association for Corporate Growth, Equitable University, the St. Helena Hospital Foundation, and the Milken Institute. He is active in his profession and community, having served as President of the San Francisco Society of Financial Service Professionals, a member of the Center for Tax Strategies & Resources, Exit Planning Institute and San Francisco Estate Planning Council. Kurt has also served on the Board of Directors for the YMCA of San Joaquin County, the Salesian Boys and Girls Club. He is a board member of the Habitat Stewardship Foundation, member of The Olympic Club, The San Francisco Italian Athletic Club, and Wilderness Unlimited.
POSITIONS
Kurt Rauzi is founder and Managing Director of Dedicated Capital Advisors, a San Francisco based registered investment advisory firm that specializes in legacy, philanthropic, and business planning for business owners and affluent families across the US.
Kurt’s planning model, The Simple Truth™, helps families clarify their most important goals and objectives. He also enjoys helping business owners and affluent families minimize tax on the sale of their business, appreciated assets and estate plans in addition to maximizing their return and minimizing risk in their investment portfolios.
PERSONAL
Kurt and his wife Tanya enjoyed splitting their time between San Francisco and Costa Rica and are currently living in Marin. They are blessed with four children, Dominic, Zackary, William and Marissa.
