Angie Curtis CFP®
LPL Registered Representative
(866) 513-2099
Angie Curtis, CFP®, brings over 30 years of experience working with individuals primarily in the area of Financial and Retirement Planning. She is committed to establishing a solid relationship with her clients and providing quality financial strategies
Her primary focus over the years is quality service built on ethical financial advice. Angie is a CERTIFIED FINANCIAL PLANNER® professional and has met rigorous education, exam experience and ethics requirements to obtain these qualifications.
She earned a Bachelor’s Degree from Wright State University with a focus on Financial Planning, and holds her series 7 and 63 registrations through LPL Financial and also has her Life, Accident and Health Insurance Licenses.
