KR Wealth Management, LLC - Financial Planning and Wealth Management

Professional Experience

Mr. Mauterstock holds the position of Chief Executive Officer of KR Wealth Management, LLC and has 30 years of experience in the financial services industry. Prior to joining KR Wealth, he managed his own independent investment and financial planning firm. Mr. Mauterstock also serves as a branch manager for LPL Financial, the largest independent broker/dealer firm in the country, as reported in Financial Planning magazine, June 1996-2008, based on total revenue.

Between 1983 and 1990 Mr. Mauterstock served as a Senior Vice President for a large, regional insurance agency. During this period he set up a broker/dealer firm and an investment advisory firm as subsidiaries of the insurance agency. He provided investment and financial planning advice to hundreds of clients of the agency through these subsidiaries.

Throughout his career Mr. Mauterstock has focused on working with physicians, business owners and their families. He has developed a system known as The Comprehensive Wealth Management Program for KR Wealth clients to effectively help grow their wealth, protect, preserve and transfer it during their lives or at death in the most advantageous way regarding tax.

Educational Background

Mr. Mauterstock graduated from Princeton University with a BA in Psychology. He also earned an MA in Education from the University of Connecticut. From 1968 to 1974 he served as a Navy Pilot. In addition to the CERTIFIED FINANCIAL PLANNER^TM designation (CFP), he is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). Bob has his Series 7, 24, 31, 53, 63, and 65 securities registrations through LPL Financial.

Professional Affiliations and Community Involvement

Mr. Mauterstock is endorsed by the Hartford County Medical Association. He has given retirement planning seminars to thousands of physicians and business owners throughout the state over the last 30 years. These seminars are intended to prepare successful people to enjoy a worry free retirement.

Mr. Mauterstock is very active in the community. He is an advisor to Hartford Hospital's Department of Philanthropy and is on the advisory board of the University of Connecticut's Cancer Center. Bob is also chair of the care team at his church.