BML Team

Kurtis DeSousa is an independent Investment Adviser Representative where he works closely with clients on developing and implementing the planning process. He holds the Series 65 license and is Life, Health, and Disability insurance licensed.

Prior to BML, Kurtis co-founded two successful startups and served as a financial planning associate for a tax planning and investment management firm for business owners. Kurtis comes from a long line of entrepreneurs, and uses his experience working with business owners to bring unique insight and knowledge to our clients.

Kurtis lives in Irvine with his wife, Allie. The two enjoy hiking with their golden retriever, Kasper, hanging out at the beach, and learning new things together. Kurtis is an avid sports fan and loves golf, basketball, and boxing.