Kim Curtis Email and Phone Number
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"This book is truly not just another retirement book. Retirement Secrets is about Your LIFESTYLE and holistic well-being. Highly recommended." -Pam Krueger, Founder of Wealthramp and Co-host of MoneyTrack series on PBS"Money Secrets is an absolute must read for anyone who is considering firing their present financial advisor or working with an advisor for the first time. Money Secrets reveals important questions you should be asking an advisor or they should be asking you."- Paul Merriman, Wall Street Journal MarketWatch contributorKim brings clarity to her client's most complex issues. With her rich background in negotiation and mediation, as well as legal and extensive financial education, she offers successful individuals and families a multi-disciplined approach to wealth management, investment management and family dynamics. Her work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor's Choice award. This innovative model is the foundation of the firm and its ability to support the highest planning goals of clients.Kim is also an award-winning author of the best-selling book, Money Secrets: Keys to Smart Investing. Money Secrets pulls back the curtain on the financial services industry to reveal why smart people make bad investment mistakes.➨➨ Please visit WealthLegacyInstitute.com for your free copy of the Fiduciary Oath to have your financial advisor sign, so they have YOUR "best interests" ahead of their own when working together.
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PartnerCerity Partners Apr 2024 - PresentNew York, Ny, Us
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Chief Executive OfficerWealth Legacy Institute, Inc. Aug 2007 - Apr 2024
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Private Wealth AdvisorAmerican Express Financial Advisors/ Ameriprise 1992 - 2007
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Adjunct ProfessorUniversity Of Denver - Sturm College Of Law Aug 1990 - Jun 1993Denver, Co, Us -
Regional Vice PresidentAmerican Arbitration Association 1985 - 1992New York, Ny, Us
Kim Curtis Skills
Kim Curtis Education Details
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University Of Denver - Sturm College Of LawJudical Administration -
The American College Of Financial ServicesFinance
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Elmira CollegeCriminal Justice
Frequently Asked Questions about Kim Curtis
What company does Kim Curtis work for?
Kim Curtis works for Cerity Partners
What is Kim Curtis's role at the current company?
Kim Curtis's current role is Personal Finance Expert, Bestselling Author, Speaker.
What is Kim Curtis's email address?
Kim Curtis's email address is cu****@****adr.org
What is Kim Curtis's direct phone number?
Kim Curtis's direct phone number is +130354*****
What schools did Kim Curtis attend?
Kim Curtis attended University Of Denver - Sturm College Of Law, The American College Of Financial Services, Elmira College.
What skills is Kim Curtis known for?
Kim Curtis has skills like Wealth Management Services, Strategic Financial Planning, Retirement Planning, Portfolio Management, Investment Management, Estate Planning, High Net Worth Individuals, Investment Advisory, Asset Management, Wealth, Retirement, Investment Strategies.
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