With over 20 years of experience in the financial industry, Curtis Parry is the Founder and CEO of Unique Wealth, an independent registered investment advisor that works exclusively with successful individuals and business owners who are retired or considering retirement in the near future. Curtis holds several relevant industry certifications, including Wealth Management Certified Professional (WMCP), Retirement Income Certified Professional (RICP), and Chartered Advisor for Senior Living (CASL).Curtis offers world-class investment and wealth management expertise, as well as comprehensive financial planning and organizing services. He and his highly experienced team are dedicated to developing enduring relationships with clients by providing expert guidance for a lifetime of financial success. Curtis' mission is to deliver peace of mind, reassurance, and confidence to clients, while helping them achieve their goals and preserve their legacies.
Listed skills include Investments, Insurance, Series 7, Retirement Planning, and 2 others.