Also known as: CharlesPCurtis
Charlie offers a holistic, comprehensive, integrated, planning-based process to help affluent families, businesses, and charitable institutions manage their risks and wealth. He is passionate about helping people be the best financial stewards of the resources entrusted to them, and he takes great pride in being his clients' advocate to this end. His passion for stewardship drives him to continuously learn so that his advice wont grow stale in a world where financial knowledge is abundant, but financial wisdom is scarce. He is currently pursuing an MBA in Financial Planning through California Lutheran University holds additional qualifications such as CERTIFIED FINANCIAL PLANNER, Qualified Kingdom Advisor, and Chartered Retirement Planning CounselorSM. He is a graduate of Colorado Christian University earning degrees in both Business Administration and Youth Ministry, specializing in finance and biblical studies. Knowing that knowledge without wisdom is folly, Charlie not only extends his specialty in disciplines like Investments, Estate Charitable Planning, Insurance, Retirement, Cross-Border Planning Charlie seeks to integrate Scripture, age old financial wisdom literature, into his financial counsel. Beyond his vocational and academic pursuits, Charlie is often found spending time with family and friends, serving The Church, and enjoying the outdoors. He holds his faith in Jesus, loves his wife Brianne, fathers two beloved children (Andrew and Allie), and is a friend to all. This information is intended for use by residents of AR, CA, CO, DC, FL, IL, KY, LA, MI, MO, NC, NM, NY, OH, OK, SC, TX, VA, WI. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.
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