About Curtis
I provide comprehensive Retirement and tax focused planning: Cash Flow Planning, Investment Management, Social Security Strategies, Distribution & Conversion Strategies, Risk Management & Insurance, Tax Planning, Estate Planning & Gifting. I help people in and near retirement build a tax efficient future. We'll optimize investments and develop an income & conversion strategy that seeks a better bottom line. I'm a Phoenix native and spent over 10 years working for large wealth management firms.
Areas of focus
Credentials & background
Designations
Licenses
Clients served
Registered in
Arizona, California
Regulatory
The firm
We focus on the needs and desires of individuals and families. Our promise is to do what is in your best interest, without the conflicts of interest that can arise in the financial industry. We are an Independent Fiduciary that is compensated solely by our clients, never by commissions or revenue sharing.
20715 N Pima Rd Ste 108, Scottsdale, AZ 85255