Curtis Baron, Cfp, Fma, Rrc
About Curtis Baron, Cfp, Fma, Rrc
Curtis Baron is a Senior Financial Planner at CIBC with extensive experience in the financial services industry since 2001.
Professional Title and Role
Curtis Baron holds the title of Senior Financial Planner at CIBC. He has been serving in this role since 2002 at the branch located at 117 Bath Rd., Kingston, ON, K7L 1H2. Curtis has an extensive career in financial planning, leveraging his expertise to provide comprehensive financial solutions and advice to clients.
Educational Background
Curtis Baron studied Biotechnology at St. Lawrence College, completing his education there from 1998 to 2001. Before this, he attended LaSalle Secondary School from 1993 to 1998. His strong educational foundation has contributed to his analytical and problem-solving skills within the financial planning sector.
Professional Certifications
Curtis holds several key certifications in the financial services industry. He is a Certified Financial Planner (CFP), a Financial Management Advisor (FMA), and a Registered Retirement Consultant (RRC). These certifications highlight his commitment to maintaining a high level of proficiency and ethical standards in financial planning.
Industry Experience
Since entering the financial services industry in 2001, Curtis Baron has developed a wealth of experience. He has dedicated over two decades to assisting clients with their financial needs, specializing in retirement planning and financial management. His long-standing tenure emphasizes his reliability and expertise in the industry.
Continuous Professional Development
Curtis Baron remains committed to continuously upgrading his skills to stay well-positioned in the fast-evolving field of financial planning. His dedication to ongoing education ensures that he can provide the most current and effective financial strategies to his clients.