Kurt Martens, CPA

Kurt Martens, CPA

Financial Planner, RJFS

Phone: 907.258.1395
Fax: 907.522.7042
E-mail:

Kurt joined Leonard & Martens, LLC in 2005 after spending several years in San Francisco working in the heart of the investment securities business.

Kurt’s financial consulting career started with Price Waterhouse in 1988, continuing in 1993 at Deloitte & Touche.  At Price Waterhouse and Deloitte, Kurt provided financial advisory services to a multitude of clients ranging from individuals and estates, to large corporations. 

 In 1995, Kurt was hired as the Senior Vice President of Finance and Strategic Planning for Koinag, Inc., an Alaska Regional Native Corporation.  There, Kurt's vision was integral in the development of the company's long-term strategic financial plan.  This plan, still used today, provides detail guidance for asset allocations between stocks, bonds, real estate and operating companies.  This plan was designed to successfully stabilize profitability while simultaneously decreasing risk exposure.

After six years with Koniag, Kurt accepted an opportunity to work with San Francisco investment firm, Mosaic Asset Management.  There, Kurt was integral in risk management, portfolio analysis, and investment product development and implementation.  At Mosaic, Kurt worked closely with some of the best minds on Wall Street.

In 2005, Kurt joined forces with Jeff Leonard of J.S. Leonard & Associates to form Leonard & Martens, LLC.

Kurt was named a "Rising Star" in 2009 and 2010 and to the Executive Coucil in 2011 by Raymond James in recognition of outstanding client service and exemplary professional growth.  These honors are presented to select few independent financial advisors around the nation who have demonstrated an extremely high level of commitment to clients through personal service and professional integrity.  Membership is based mainly on assets under management, education, credentials, and fiscal year production.  Re-qualification is required annually.

Kurt is a Certified Public Accountant, a member of the American Society of CPAs, the Alaska Society of CPAs, the American Management Association, the International Association of Financial Planners and Commonwealth North of Alaska.  He is on the Board of Directors of Junior Achievement of Alaska, the Eva Foundation and the Make-A-Wish Foundation.  He has previously held Board positions on many other non-profit and for-profit entities.

Kurt enjoys camping, cooking, sports and spending time with his family.  He is married and has three wonderful daughters.