Designations and Licenses

Curtis is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Curtis supports a wealth advisory team that provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives.

Curtis holds a BSBA in financial services from San Diego State University.

Personal Interests

Away from the office, Curtis enjoys volunteering at the YMCA, spending time outdoors with his family, attending football and baseball games and golfing.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.