Curtis Congdon, Cfp®, Crpc® Email & Phone Number

People and ideas. My hope is that our work liberates clients from worry about money so they can focus on the people and ideas they care about most deeply. What that actually looks like is slowing down to talk about what you are doing with your money and why. What is all this work and saving building towards, and what ideally are you trying to create? We then see ourselves as advocates working on our client’s behalf to position their money and decision making so that it aligns with their ideal lifestyle. I am a Certified Financial Planner® professional and Chartered Retirement Planning Counselor®. I studied finance at James Madison University and Georgetown University. I was honored to be nominated by my peers and included in the Northern Virginia Magazine’s Top Financial Professionals list 2015 - 2022 for Investment Planning*. Outside of the office, I am blessed with an amazing family. My wife Jenn is a remarkable woman and great mother to our two children. *The Top Financial Professionals Peer Survey asked industry professionals the following question, “If you had a close friend or relative who needed financial planning advise, and you could not handle the case yourself, to whom would you refer them”? The professionals receiving the top tier of nominations are included in this list. In order to have been nominated a professional would have had to participated in the survey. The financial professional does not pay a fee to be included. This survey does not evaluate the quality of services provided to clients. This is not indicative of the financial professional’s future performance. https://northernvirginiamag.com/best/financial-professionals/curtis-congdon/