Charles P. Curtis, Cfp®, Cima®

Charles P. Curtis, Cfp®, Cima® Email and Phone Number

Managing Partner of Fulfillment Wealth Management @
Charles P. Curtis, Cfp®, Cima®'s Location
Denver Metropolitan Area, United States
Charles P. Curtis, Cfp®, Cima®'s Contact Details

Charles P. Curtis, Cfp®, Cima® work email

Charles P. Curtis, Cfp®, Cima® personal email

n/a

Charles P. Curtis, Cfp®, Cima® phone numbers

About Charles P. Curtis, Cfp®, Cima®

Charlie is a founding partner and registered principle of Fulfillment Wealth Management. He leads a team of advisors providing intelligent wealth management solutions geared toward helping clients LIVE, GIVE, and GROW.This information is intended for use by residents of AR, AZ, CA, CO, FL, GA, IA, IL, KS, MA, MI, MN, MO, NC, NH, NY, OH, OK, PA, SC, SD, TX, UT, VA, and WI only./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Charles P. Curtis, Cfp®, Cima®'s Current Company Details
Fulfillment Wealth Management

Fulfillment Wealth Management

Managing Partner of Fulfillment Wealth Management
Charles P. Curtis, Cfp®, Cima® Work Experience Details
  • Fulfillment Wealth Management
    Managing Partner And Registered Principal
    Fulfillment Wealth Management Apr 2018 - Present
    Greater Denver Area And Mcallen, Tx
    Fulfillment Wealth Management offers customized wealth management solutions to help affluent families, businesses, and charitable institutions LIVE, GIVE, and GROW.
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Feb 2010 - Apr 2018
    Greater Denver Area
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed May 2009 - Feb 2010
    Greater Denver Area
  • Colorado Christian University
    Assistant Resident Director
    Colorado Christian University Aug 2008 - May 2009
    Lead a team of 15 Resident Assistants to implementation university programs and policies and enrich community living.
    View

Charles P. Curtis, Cfp®, Cima® Skills

Retirement Planning Investment Strategies Risk Management Alternative Investments Relationship Management Philanthropy Tax Efficient Estate Strategies Estate Planning Strategies Options Strategies Donor Advised Funds Investment Policy Statements Cross Border

Charles P. Curtis, Cfp®, Cima® Education Details

  • Yale School Of Management
    Yale School Of Management
    Certified Investment Management Analyst Certification®
    View
  • Creighton University
    Creighton University
    Investment Management And Financial Analysis
  • California Lutheran University
    California Lutheran University
    Financial Planning
  • Colorado Christian University
    Colorado Christian University
    Youth Ministry: Specialization In Biblical Studies And Minor In Theology
  • Colorado Christian University
    Colorado Christian University
    Business Administration: Specialization In Managment And Minor In Finance

Frequently Asked Questions about Charles P. Curtis, Cfp®, Cima®

What company does Charles P. Curtis, Cfp®, Cima® work for?

Charles P. Curtis, Cfp®, Cima® works for Fulfillment Wealth Management

What is Charles P. Curtis, Cfp®, Cima®'s role at the current company?

Charles P. Curtis, Cfp®, Cima®'s current role is Managing Partner of Fulfillment Wealth Management.

What is Charles P. Curtis, Cfp®, Cima®'s email address?

Charles P. Curtis, Cfp®, Cima®'s email address is ch****@****ors.com

What is Charles P. Curtis, Cfp®, Cima®'s direct phone number?

Charles P. Curtis, Cfp®, Cima®'s direct phone number is +172083*****

What schools did Charles P. Curtis, Cfp®, Cima® attend?

Charles P. Curtis, Cfp®, Cima® attended Yale School Of Management, Creighton University, California Lutheran University, Colorado Christian University, Colorado Christian University.

What are some of Charles P. Curtis, Cfp®, Cima®'s interests?

Charles P. Curtis, Cfp®, Cima® has interest in Football, Technology, Economics, Business, Youth Ministry, Financial Planning, Community, Fishing, Racquetball, Friends.

What skills is Charles P. Curtis, Cfp®, Cima® known for?

Charles P. Curtis, Cfp®, Cima® has skills like Retirement Planning, Investment Strategies, Risk Management, Alternative Investments, Relationship Management, Philanthropy, Tax Efficient Estate Strategies, Estate Planning Strategies, Options Strategies, Donor Advised Funds, Investment Policy Statements, Cross Border.

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