Phillip Curtis, Cfp®, Cep® Email & Phone Number

I am a Financial Planner located in Newington, NH. My goal as a Financial Planner is to help you get to, and through, retirement. I can help create an investment strategy that has "Retirement" as the focus, and not just "Chasing Returns." I balance returns with the potential risks involved to create a personalized retirement strategy.I graduated from UNH with a degree in Mathematics Education because I am passionate about Math and I am passionate about teaching. After a few years of teaching in an area high school, I decided that I wanted to apply my passions to a different audience. I subscribe to the rule that you should not invest in anything that you do not understand. There are many complex products in the investment industry, so I try and help people understand each product well enough to make the best decision possible given their circumstances.My wife, Lissa, and I live in Somersworth, NH with our two sons (Westley and Titus) and our two toy poodles (Dug and Wall-e).

Listed skills include Retirement Planning, Iras, Securities, Mutual Funds, and 8 others.

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  Financial Advisor

  Northeast Planning Associates

  Aug 2014 - Present - Newington Nh

  Financial planning offered through Northeast Planning Associates, Inc., a registered investment adviser. Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.