CIMA®, CFP®, CAIA®, CPWA®
OverShare Advice and Planning, LLC
CEO - Financial Planner
Fee-Only financial planner located in Frisco, TX, serving clients online virtually and locally
Meet Mike Kurz
Mike Kurz, CIMA®, CFP®, CAIA, CPWA®
Chief Executive Officer – Financial Planner
Mike has spent 20 years in the world of Wealth Management in counselling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops.
Mike shares that, "The greatest pleasure in helping others encompasses using technical knowledge strengthened by creativity and shared experiences to inspire my audience to develop their personal call to action."
Education and Certifications
Mike earned his B.B.A in Finance at Midwestern State University and is an Investment Advisory Representative. In addition, he is a CERTIFIED FINANCIAL PLANNER TM designee, Certified Investment Management Analyst® professional, a Chartered Alternative Investment Analyst designee and a Certified Private Wealth Advisor® professional. Mike previously served as the founder and President of the North Texas Investment Management Consultants Association Chapter.
Have Fun - Stay Young!
Outside of the boardroom or classroom, Mike rides dirt bikes for fun, and enjoys cycling on both mountain bikes and road bikes. In addition, Mike is proud to be a voting member of the Choctaw Nation of Oklahoma. Mike and his wife Melinda are 16-year residents of Frisco and have enjoyed raising their two children and family dog “Baxter” in this growing North Texas community.
Mike Kurz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Contact Mike Kurz
6136 Frisco Square Blvd
Suite 400 #1099
Frisco, TX 75034