Kurt Volker is a wealth advisor in the San Diego office of Octavia Wealth Advisors. He delights in developing and maintaining close relationships with clients. By asking detailed questions, Kurt makes sure client investments are in line with personal values. He takes a planning-based approach to wealth management, helping to design and maintain customized portfolios that work to maximize the chance of meeting financial goals. Kurt also acts as an expert resource to help clients successfully navigate the constantly changing global marketplace.
Kurt joined Octavia in 2020. Previously, he worked for two years at Midwest Financial Partners. Before that, he spent three years as a financial advisor at Morgan Stanley. Kurt began his career working for BNY Mellon as an analyst in a supervisory role.
A graduate of the University of Vermont, Kurt earned a bachelor’s degree in business administration.
On the personal side
Kurt enjoys playing his guitar and listening to classic rock, as well as spending time in the ocean and on the links. Born in Massachusetts, he learned to surf in the brutal winters of New England—braving Nor ‘easters, frigid waters, and bone chilling air. Although he thrived in the cold, he admits to preferring the warmer waters and sunshine in Southern California.