Curtis Malone, Crpc®, MBA
About Curtis Malone, Crpc®, MBA
Helping people pursue their goals and aspirations is my inspiration. Whether a client is just starting out and is charting their investment journey, transitioning to a new phase of life, or a seasoned investor ready to head into retirement but looking for firm up their plans... I help educate them about their options and guide them through the investing process. I start that process by listening; listening to clients as they tell their financial story, their dreams, their concerns, and their goals. Together, we use that information to develop and evaluate options and choose the path better suited to the clients' investment journey. All of our circumstances are unique, and can change. We'll keep in touch and adjust our path if warranted, drawing on a wide variety of tools and resources based on your timeline and risk tolerance. Using my experience and expertise to help clients identify strategies for their goals is my passion. I've honed my process for providing financial advice over 10 years in the industry, watching investors and their families grow and change. During that time, I've deepened my knowledge and kept on top of industry changes by obtaining designations as a Chartered Retirement Planning Counselor (CRPC). My specialty is in working with enthusiastic professionals who are preparing for their ideal retirement-but also pursing life goals along the way and planning their legacy, whether that's taking care of their families or supporting philanthropic organizations-or both. If you'd like to talk about your dreams, your realities, your concerns, and your financial future, give me a call today at 515-289-5554.