Education and Experience
CFP Program, Boston University – Currently Enrolled
Member, National Association of Personal Financial Advisors (NAPFA)
Bachelor of Science, Business Management – Finance, BYU
Net Worth Advisory Group, Client Services Manager, 2009 – 2011
Series 65 License
Financial Management Philosophy
Curtiss joined Net Worth Advisory Group in 2009 and worked for two years as a client services manager. During this time he gained experience in managing company retirement plans, developing comprehensive financial plans, and analyzing investment portfolios. His sales management experience has helped him become an effective communicator, which has proven to be beneficial in client relationships.
As a fee-only financial advisor, Curtiss works to help clients achieve their financial and retirement goals. He chose to work with a fee-only firm from the beginning of his career because he is a firm believer that clients need objective financial advice that is not tainted by a hidden agenda to sell products.
*Studies indicate that people with financial plans have twice as much money in savings and investments as those without plans. This is why Curtiss develops comprehensive financial plans to help clients set the right financial goals. He then meets with them twice a year to help them work towards those goals, monitor progress, and reevaluate their position. He seeks to build long term relationships with clients as he helps them cultivate and preserve wealth while having peace of mind along the way. His services include: retirement planning, investment management, company retirement plans, insurance evaluation, and estate, tax, and education planning.
Curtiss and his wife Ginger have one child. He enjoys sports and other outdoor activities.
*Ray LeVitre, 20 Retirement Decisions You Need to Make Right Now