Kurt Roddy, who oversees helping our clients from the south sound, through Harbor Financial Advisors, began his career over twenty-five years ago while working for a Seattle-based law firm that specialized in estate planning and tax litigation. This “boot-camp” experience provided the framework of what would become a passionate pursuit to help clients better manage their personal and financial affairs and avoid the many pitfalls that failing to properly plan inevitably brings. Since then, Kurt has had the good fortune to work with other talented and committed professionals whose expertise he continues to rely upon. He has held a wide array of positions in the Puget Sound area with firms whose scope ranged from law and finance to investments and taxes. Further, he has helped manage tens of millions in assets for well-respected firms such as U S Bancorp, Key Bank, and Wells Fargo’s Private Client Services, to name just a few.
Kurt has been a student of the markets for over twenty-five years as well, having begun his personal investment management during the days following the “Black Monday” crash of the late 1980’s. Having experienced a series of half a dozen bear markets has taught Kurt valuable lessons and brought insights that his clients can potentially benefit from. Furthermore, Kurt has studied not only the conventional perspectives of quantitative analysis, but as an affiliate member of the Market Technicians Association, he has sought out greater understandings gleaned from years of technical market analysis that Kurt’s clients can potentially benefit from as well.
Kurt has resided in Gig Harbor with his wife for over 30 years, and has raised three very bright children, and he now has one very busy grandson! They live on a secluded farm on the Key Peninsula, northwest of Gig Harbor, where three generations enjoy organic gardening, their Australian Shepherds and live music! Kurt and his sons have been involved with worship music for many years, playing guitars, drums, piano and bass, to name a few...