He believes that every person has their own unique story and is committed to developing long-term relationships with his clients to approach their needs in a thoughtful, transparent, and thorough manner. Curt holds a National Social Security Advisor (NSSA) designation and a California Life and Health license.
Throughout his 25+ years, Curt has served in various consulting roles in the financial services industry. He has worked with Veterans, Teachers, Federal, and all other Public & State Employees. Curt is passionate about educating retirees and those approaching retirement in making sure that his clients land safely on their own personal financial platform. He understands the unique complexity of Annuities, FERS Retirement Programs, Thrift Savings Plan (TSP), Federal Employee Group Life, 403(b)/401(k) Retirement Plans, and Social Security Claiming Strategies.
Curt is centrally located in Orange County and is available to see you by appointment at your home or via Zoom session.