Curtiss Smith, Cfp®

Curtiss Smith, Cfp® Email and Phone Number

CERTIFIED FINANCIAL PLANNER™ (fee-only) at Net Worth Advisory Group @ Net Worth Advisory Group
sandy, utah, united states
Curtiss Smith, Cfp®'s Location
South Jordan, Utah, United States, United States
Curtiss Smith, Cfp®'s Contact Details

Curtiss Smith, Cfp® work email

Curtiss Smith, Cfp® personal email

About Curtiss Smith, Cfp®

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

Curtiss Smith, Cfp®'s Current Company Details
Net Worth Advisory Group

Net Worth Advisory Group

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CERTIFIED FINANCIAL PLANNER™ (fee-only) at Net Worth Advisory Group
sandy, utah, united states
Employees:
15
Curtiss Smith, Cfp® Work Experience Details
  • Net Worth Advisory Group
    Partner, Chief Marketing Officer
    Net Worth Advisory Group Sep 2021 - Present
    Fiduciary Financial Advice For a Future You’ll Feel Confident In
  • Net Worth Advisory Group
    Certified Financial Planner (Fee-Only)
    Net Worth Advisory Group 2011 - Present
    Sandy, Ut
    Curtiss specializes in the following areas of expertise: -Ongoing Investment Management -Advising Employee Benefit Plan Participants -Helping Clients Identify & Achieve Goals -Insurance Related Issues, including Annuities -Estate & Generational Planning Issues -Retirement Planning & Distribution Rules
  • Net Worth Advisory Group
    Client Services Manager
    Net Worth Advisory Group 2009 - 2011
  • Platinum Protection
    Sales Manager
    Platinum Protection 2006 - 2009

Curtiss Smith, Cfp® Skills

Retirement Planning Finance Investments Financial Analysis Financial Advisory Fixed Annuities Retirement Investment Management Financial Planners Wealth Strategic Financial Planning

Curtiss Smith, Cfp® Education Details

Frequently Asked Questions about Curtiss Smith, Cfp®

What company does Curtiss Smith, Cfp® work for?

Curtiss Smith, Cfp® works for Net Worth Advisory Group

What is Curtiss Smith, Cfp®'s role at the current company?

Curtiss Smith, Cfp®'s current role is CERTIFIED FINANCIAL PLANNER™ (fee-only) at Net Worth Advisory Group.

What is Curtiss Smith, Cfp®'s email address?

Curtiss Smith, Cfp®'s email address is cu****@****hoo.com

What schools did Curtiss Smith, Cfp® attend?

Curtiss Smith, Cfp® attended Boston University, Brigham Young University.

What skills is Curtiss Smith, Cfp® known for?

Curtiss Smith, Cfp® has skills like Retirement Planning, Finance, Investments, Financial Analysis, Financial Advisory, Fixed Annuities, Retirement, Investment Management, Financial Planners, Wealth, Strategic Financial Planning.

Who are Curtiss Smith, Cfp®'s colleagues?

Curtiss Smith, Cfp®'s colleagues are Kristy Donahoo, Mckenna Jacobsen, Cfp®, Afc®, Madison Russell, Cfp®, Greg Simmons, Ray Levitre, Amoree Farnsworth, Cfp®, Leann Veltri.

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