Broker Check
Angie Curtis, CFP®

Angie Curtis, CFP®

LPL Registered Representative

Angie Curtis, CFP®,  brings over 20 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 PLANNERTM  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 a 7 and 63 registrations through LPL Financial and also has her Life, Accident and Health Insurance Licenses.