Senior Wealth Advisor
As a Senior Wealth Advisor, Curtis works closely with his clients to develop personalized portfolios and financial plans that are aimed at helping to define and achieve their individual financial goals. With over a dozen years of experience developing financial plans, Curtis brings a wealth of knowledge to his clients and Reilly Financial Advisors.
Previous to Reilly Financial Advisors, Curtis worked at a Wall Street firm helping clients through the financial planning and investment management process.
Curtis received his Bachelor of Science Degree in Business Management from Clemson University and his Master of Science Degree in Business Administration, with a concentration in Finance and Tax Planning, from San Diego State University. In addition to his professional experience and education, Curtis has completed the rigorous course study through the Personal Financial Planning certificate program at San Diego State University, and holds the CERTIFIED FINANCIAL PLANNER™ certification.
Curtis enjoys seeking adventure with his wife and discovering new places both domestically and abroad, is an avid cyclist, and loves refurbishing classic cars.
He is also the director of the Leaders in Training Program at California Experience Camps, a summer camp for boys and girls who have experienced the death of a parent, sibling or primary caregiver.
Why I Do What I Do:
With over 15 years of financial services experience, I have found it is rare people feel confident in their finances regardless of their level of wealth. Knowing this, I aim to instill confidence in my clients by preparing them to successfully take on financial challenges and translate their wealth into a fulfilling, happy life. I work closely with each client to identify meaningful goals then craft a thoughtful road map to help achieve them, serving as a sounding board along the way.