Curtis Bailey (CFA, CFP®, CRPC®, EA, MBA)
Curtis Bailey focuses in the
following client markets or areas of practice:
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
I’m focused on helping working professionals and retirees improve their financial life.
I am the Founder, Chief Compliance Officer, and Financial Advisor at Quiet Wealth Management, Cincinnati’s first Flat-Fee firm.
Before launching Quiet Wealth Management, I was a Portfolio Manager and Advisor at UBS Financial Services and started my career at Merrill Lynch. My experience and expertise help people build their wealth, reduce taxes, and feel confident in their financial path.
My specialties include:
Financial Planning
Investment Management
Tax Planning & Preparation
Asset Protection
Wealth Transfer & Legacy Planning
Retirement Planning
Income & Distribution Planning
Charitable Giving
Additional Information
Curtis has been quoted in national media outlets including The Washington Post, U.S. News & World Report, and Business Insider. Curtis is the author of Quality Time Left. He is a member of the XY Planning Network and the National Association of Personal Financial Advisors (NAPFA).NAPFA Start Date
March 30, 2021
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