Charles H. Kurtz


Charlie specializes in assisting high net worth individuals meet their investment goals. In designing investment portfolios for his clients, Charlie utilizes over four decades of real-life experience in the industry. Charlie began his investment career with Girard Trust in Philadelphia and has been with Valley Forge Financial Group since 1997.

Charlie earned his B.A. from Ohio Wesleyan University and received an MBA from The University of Virginia’s Colgate Darden School of Business Administration. He currently holds FINRA Series 6, 24, 63, and 65 securities licenses.

When not in the office Charlie enjoys the outdoors and a good round of golf.