Kurt Traulsen, a distinguished resident of Southwest Florida since 1994, is a private wealth manager in the financial planning industry. As the owner of Evolution Retirement Services, Kurt has established himself as a financial planner, providing invaluable expertise and guidance to clients as they navigate their retirement journey.
Kurt’s passion for finance and his desire to help individuals and families secure their financial futures began during his time at Florida Gulf Coast University (FGCU). He pursued his educational aspirations with determination and graduated with a bachelor’s degree in finance, honing his skills and acquiring a deep understanding of the financial landscape.
After completing his education, Kurt embarked on a career dedicated to assisting individuals in achieving their retirement goals. Recognizing the importance of comprehensive financial planning, he founded Evolution Retirement Services, a firm that has gained a stellar reputation for its commitment to personalized strategies and exceptional client service.
As a Private Wealth Manager, Kurt possesses a vast wealth of knowledge in areas such as retirement planning, investment management, estate planning, and risk management. With a meticulous approach and a client-centric focus, he works closely with each individual to create tailored solutions that align with their unique circumstances and aspirations.
Outside of his professional endeavors, Kurt finds immense joy in his role as a loving husband and father. He is happily married to his wife, Callie, and together they have two beautiful children, Kinley Rose and Kurt Michael the third. Kurt’s family is at the heart of his life, and he strives to provide them with a nurturing and fulfilling environment.
In addition to his dedication to family and his successful career, Kurt remains actively engaged in the Southwest Florida community. He believes in giving back and supporting local initiatives that aim to enhance the lives of others. Whether through volunteer work or participation in charitable endeavors, Kurt demonstrates his commitment to making a positive impact and strengthening the community he has called home for nearly three decades.
Kurt Traulsen’s journey from his educational pursuits at FGCU to his prominent role as a Private Wealth Manager reflects his unwavering commitment to excellence and his passion for helping others achieve financial security and peace of mind. With his expertise, integrity, and genuine care for his clients, Kurt continues to make a significant difference in the lives of those he serves while leaving a lasting legacy of financial well-being in the Southwest Florida region.