Relationships/Family, Compulsive spending, Anxiety, Wealth inequality within the family system, Family conflict
Occupational specialties
Business Owners, Digital nomads, Tech, Sales, Real estate, Family Businesses/Family Enterprises
About
Curtis is a Certified Financial Planner™ & Certified Financial Therapist-I™. He holds a Bachelor of Arts in economics, a Master's degree in Adult Education from Columbia University's Graduate School of Education, and a graduate certificate in financial planning from Northwestern University. He holds FINRA's Series 7 & 66 (inactive) licenses. He is the two-time recipient of Morgan Stanley's Pacesetter's Club award for "Highest professional standards and first class service." Curtis is a previous member of the XY Planning Network and volunteers with Cents-ability teaching financial literacy in NYC public schools.
Professional Specialty Areas
Issues and needs
Relationships/Family, Compulsive spending, Anxiety, Wealth inequality within the family system, Family conflict
Occupational specialties
Business Owners, Digital nomads, Tech, Sales, Real estate, Family Businesses/Family Enterprises
Languages
English
Religious/Spiritual
Christian, Non-Denominational Spiritual, Other Spiritual/Religious Affiliation
Disability/Ability
Sexuality
Heterosexual/Straight, LGBTQ+, Gay
Racial Identities
First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander
Graduate Certificate in Financial Therapy, B.A., Gordon College - Economics, M.A., Columbia University - Adult Education, Certificate, Northwestern University - Financial Planning
Relationships/Family, Anxiety, Retirement, Children and Adolescents, Disability/Ability, Cross social class marriages/relationships, Wealth inequality within the family system, Interracial/intercultural relationships and marriage, Transgender, Stress, Family conflict, Financial secrets
Business Owners, Service industry, Tech, Engineers and Architects, Family Businesses/Family Enterprises
Relationships/Family, Anxiety, Stress, Family conflict, Financial secrets
Business Owners, Doctors/Dentists, Academics, Attorneys, Therapists, Teachers, Service industry, Digital nomads, Tech, Engineers and Architects, Sales, Real estate, Clergy, Family Businesses/Family Enterprises, Pre Marriage