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Kurt Maurillo earns sports, entertainment designation from College for Financial Planning

Kurt Maurillo, managing director of Clarity Wealth, earned a Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation that signifies his expanding capabilities to serve professional athletes and entertainers.

The designation, established in 2021 by the College for Financial Planning, helps advisors deal with the unique needs of sports and entertainment clients, who often gain their wealth in sudden and uneven increments.

The program Advisors must complete in order to earn the designation enables them to think in terms of their high-net-worth clients’ total financial situation. It enhances their ability to identify opportunities and employ strategies not only in investments, but also in the areas of insurance, tax planning, retirement planning, business exit planning and estate planning strategies. We believe completing this program distinguishes SE-AWMAs from other advisors who may be working with less affluent clients and who are limited to understanding and giving investment advice only.

“The SE-AWMA designation will allow us to better serve our clients in this niche area,” said Maurillo. “Professional athletes and entertainers have needs that sometimes change very quickly. We’re now more prepared to meet their individual financial objectives and align those with their values and aspirations.”

For more information about Clarity Wealth and its services, visit clarity-wealth.com or call 239-479-7938.

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