Kimberly Curtis (AEP, CAP, CFP®, ChFC®, CLU, MSFS)

Kimberly Curtis focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Kim Curtis is an entrepreneur bringing new ideas to wealth management; the intersection of financial planning and investment management. Her expertise in retirement income distribution, investment planning, tax strategies, and portfolio allocation aides clients in achieving their financial goals and aspirations. Kim's work in family dynamics brings a new perspective to the creation of a financial plan. One that believes a financial plan should go beyond the numbers to the integration of money and life.

Additional Information

Kim Curtis is the best-selling author of the award winning book, Money Secrets: Key's to Smart Investing, which pulls back the curtain on the billion-dollar financial services industry to reveal why smart people make bad investment mistakes. She has been featured on NBC, ABC, FOX, CBS, CW, Studio D and the Wall Street Journal. She has spoken on leadership, negotiation and finance to organizations such as Johnson & Johnson, Oracle, NASDAQ, Coca-Cola, EPA, Harvard and West Point, amongst others. 

Kim’s groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of the firm’s holistic and highly successful approach to financial planning.

Kim has attained numerous professional designations recognized by the financial planning industry as having achieved the highest level of competence and expertise in comprehensive financial planning. Additionally, Kim’s education includes an MSJA from the University of Denver’s Sturm College of Law, an MSFS from the American College in finance and a B.A. from Elmira College in judicial administration. She is the past president of the Women’s Estate Planning Council and currently serves on the Alumni Board of Elmira College.

Kim loves to ski and sail with her family in the beautiful Colorado sunshine.  She is a ferocious reader about money, behavioral finance and biographies.

NAPFA Start Date

June 19, 2009

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This Office

950 S Cherry St Ste 505 Denver, CO 80246-2664 Phone: (303) 753-7578 Fax: (303) 753-7581