Brad Curtis

Brad Curtis, CFP®

Senior Wealth Advisor
Brad Curtis, CFP®

Brad Curtis is passionate about helping others navigate complicated financial matters to help them achieve their goals. He loves working at a fee-only Registered Investment Advisor firm with the primary focus of putting clients’ best interests first.

Brad graduated Summa Cum Laude from Utah Valley University (UVU) with degrees in Personal Financial Planning and Business Management as part of their nationally ranked financial planning program. He also earned a Certificate of Superior Business Spanish from the University of Alcalá in Spain and a minor in Spanish from UVU. He is a CERTIFIED FINANCIAL PLANNER™ professional and an Accredited Financial Counselor®.

In his free time, Brad enjoys spending time with friends and family, golfing, mountain biking, water skiing, and the Utah Jazz.

Accredited Financial Counselor®