Curtiss Smith, Cfp® Email & Phone Number

Curtiss is a financial advisor because he sees the meaningful impact that highly personalized financial guidance can make. In serving as a long-term partner to his clients, Curtiss not only helps his clients experience a sense of ease, he also develops close relationships with the individuals and families he serves. This inspires Curtiss every day when he comes into work. His belief in fee-only advice helps him make a dramatic impact in his clients’ retirement and overall financial outcomes. Ever since he started his career in the industry, he’s had a firm stance that individuals should work with a fee-only CFP® professional in order to get the most objective advice by a qualified advisor. Curtiss also believes in maintaining a comprehensive approach to truly meet all of his clients’ needs and coordinate their financial lives. Curtiss has been with the firm since 2009. Previously, he was in sales management, which helped prepare and train him to be a better communicator—and a better financial advisor. He became an owner of Net Worth Advisory Group in 2021 and enjoys his leadership role to help run and grow the firm. To learn more about Curtiss and Net Worth Advisory Group, please visit www.networthadvice.com

Listed skills include Retirement Planning, Finance, Investments, Financial Analysis, and 7 others.