Broker Check

Kurt W. Mac Millan

Financial Advisor

818-465-0210 ext. 121

15301 Ventura Boulevard
Building B, Suite 450
Sherman Oaks, CA 91403

It begins with a plan 

It begins with a plan 

Many of life's great journeys share something in common: they start with a thoughtful plan. Your financial journey is no different.

Learn about the planning process

Helpful content

I offer a full library of resources to help boost your financial planning knowledge.



Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.
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<p>Revising Estate Strategy Assumptions</p>

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
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<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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