Kurt Opella
Cetera Advisor Networks
OSJ Manager
The lynchpin between the Broker/Dealer and Xponify, Kurt ensures that we have every resource and tool available at our disposal to ensure a consistent and quality client experience. Kurt’s original motivation in being part of the financial industry was to help people that needed the advice and services of a financial planner. As his career matured so did his passion for wanting to help advisors operate their businesses. Kurt ensures that our Broker/Dealer dedicates the necessary time and resources that enables our success and that of our client’s.
Kurt resides in the Dallas area with his wife and school aged children. When not immersed in financial or family matters, Kurt often spends his free time volunteering to help the homeless children of Dallas. Fun fact about Kurt is that he used to be an avid mountain climber back in the day!