Aaron Curry, Chfc®, Ricp®

Aaron Curry, Chfc®, Ricp® Email and Phone Number

Family Business Planning and Wealth Advisory @ Catalyst Financial Group LLC
Aaron Curry, Chfc®, Ricp®'s Location
Oklahoma City Metropolitan Area, United States, United States
Aaron Curry, Chfc®, Ricp®'s Contact Details

Aaron Curry, Chfc®, Ricp® personal email

Aaron Curry, Chfc®, Ricp® phone numbers

About Aaron Curry, Chfc®, Ricp®

Aaron Curry is a successful and highly respected advisor to high achieving business owners, executives, political and business influencers. He and his business partners specialize in helping clients grow, diversify and protect their income. His specialties include the following, but not limited to:- Business and Personal Risk Management - Portfolio Management- Retirement PlanningAt the age of 49, Aaron is married, with 2 children, an educator for the Establishment, a financial education initiative, and an Advisory Board member of MassMutual Oklahoma.If I can be of help to you, schedule a call here, https://calendly.com/acurry/, or email me at acurry@financialguide.com.During his free time (not much lol), Aaron serves as President of The Care Center, a child advocacy non-profit, leads a men’s group, travels with his wife Jolene, enjoys a healthy lifestyle with diverse workouts, weights, cardio, yoga, hikes, bikes, golfs, and enjoys spending time with family and friends and his church.Aaron Curry is a registered representative of and offers securities, investment advisory services and financial planning through MML Investors Services, LLC. Member SIPC. Supervisory office: 1300 N. Walker Ave, Suite 200, Phone (405) 486-1400. Catalyst Financial Group is not a subsidiary or affiliate of MML Investors Services, LLC or its affiiated companies.

Aaron Curry, Chfc®, Ricp®'s Current Company Details
Catalyst Financial Group LLC

Catalyst Financial Group Llc

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Family Business Planning and Wealth Advisory
Aaron Curry, Chfc®, Ricp® Work Experience Details
  • Regional Transit Authority Of Central Oklahoma
    Director
    Regional Transit Authority Of Central Oklahoma Jun 2023 - Present
    The Board of Directors is a seven-member group that governs the activities and initiatives of the Regional Transportation Authority of Central Oklahoma. To assure regional representation, each member city appoints one director, except for Oklahoma City, which, based on population and taxation, appoints two. The Chairman of the RTA is elected from among the four appointed members. Significant planning and milestones must be achieved before the RTA begins serving the residents of Central Oklahoma. EMBARK provides administrative services and resources for the Regional Transportation Authority of Central Oklahoma.
  • Catalyst Financial Group Llc
    Partner
    Catalyst Financial Group Llc May 2006 - Present
    Tulsa, Oklahoma, Us
    The Catalyst Group offers a blend of comprehensive financial solutions customized to meet your individual needs.We put our extensive experience and knowledge together to work for you. Our creative solutions reach beyond traditional financial advisors. And our access to a wide range of resources means we’ll craft flexible options tailored just for you. With Catalyst, you’ll enjoy a full-spectrum of financial services and insurance solutions to help you realize your financial goals.
  • The Care Center Okc
    Board Member
    The Care Center Okc Nov 2014 - Present
    Provide strategic guidance and advise and direct executive team towards accomplishing the mission of The Care Center.
  • Oklahoma College Savings Plan (529 Plan)
    Board Member
    Oklahoma College Savings Plan (529 Plan) 2007 - Jan 2017
    Board of Directors for the Oklahoma College Savings Plan. Successfully lead effort to bring new plan offerings to market, increase plan assets, and bring choices to consumers.
  • Ing Financial Partners
    Financial Advisor
    Ing Financial Partners May 2000 - May 2006
    Us
    Retirement planning and insurance consulting
  • Congressman Tom Cole
    Oklahoma Finance Director
    Congressman Tom Cole 2005 - 2006
    Campaign fundraising and event planning
  • Republican State House Committee
    Finance Director
    Republican State House Committee Jan 2003 - Nov 2004
    Managed finance and fundraising operations for organization that lead the effort to bring new leadership into the Oklahoma House of Representatives.
  • Oklahoma Republican State Committee
    Chief Of Staff / Finance Director
    Oklahoma Republican State Committee 2001 - 2002
    Managed operations of the office, coordinated all fundraising and financial functions.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Oct 1998 - May 2000
    New York, Ny, Us
    Portfolio management and client building

Aaron Curry, Chfc®, Ricp® Skills

Retirement Planning Strategic Financial Planning Insurance Life Insurance Small Business Financial Planners Retirement Finance Portfolio Management Public Speaking Leadership Financial Services Strategic Planning Employee Benefits Securities Wealth Management Buy Sell Agreements Wealth Finra Sales 401k Fixed Annuities Health Insurance Whole Life Disability Insurance Investment Strategies Series 63 Team Building Long Term Care Term Life Insurance Asset Management Risk Management Marketing Project Planning Fundraising Investment Advisory Mutual Funds Long Term Care Insurance Series 6 Valuation Estate Planning Iras Investments Series 7 Financial Advisory Mortgage Lending Wealth Accumulation Investment Analysis Insurance Plan Audits Auditing

Aaron Curry, Chfc®, Ricp® Education Details

  • Oklahoma State University
    Oklahoma State University
    Business Adminstration

Frequently Asked Questions about Aaron Curry, Chfc®, Ricp®

What company does Aaron Curry, Chfc®, Ricp® work for?

Aaron Curry, Chfc®, Ricp® works for Catalyst Financial Group Llc

What is Aaron Curry, Chfc®, Ricp®'s role at the current company?

Aaron Curry, Chfc®, Ricp®'s current role is Family Business Planning and Wealth Advisory.

What is Aaron Curry, Chfc®, Ricp®'s email address?

Aaron Curry, Chfc®, Ricp®'s email address is ac****@****ide.com

What is Aaron Curry, Chfc®, Ricp®'s direct phone number?

Aaron Curry, Chfc®, Ricp®'s direct phone number is +140550*****

What schools did Aaron Curry, Chfc®, Ricp® attend?

Aaron Curry, Chfc®, Ricp® attended Oklahoma State University.

What skills is Aaron Curry, Chfc®, Ricp® known for?

Aaron Curry, Chfc®, Ricp® has skills like Retirement Planning, Strategic Financial Planning, Insurance, Life Insurance, Small Business, Financial Planners, Retirement, Finance, Portfolio Management, Public Speaking, Leadership, Financial Services.

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