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 a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her 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. The Planning for LIFE Experience™ is the cornerstone of her firm's holistic and highly successful approach to financial planning and investment management.

Kim is a CERTIFIED FINANCIAL PLANNER™ professional and has attained numerous other professional designations. She is the bestselling author of Money Secrets: Keys to Smart Investing published by Financial Literacy Press. Kim has spoken on leadership, negotiation, and retirement to organizations such as Oracle, the Environmental Protection Agency, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW as well as the Wall Street Journal.

During her free time you can find her sailing, skiing or golfing in the beautiful Rocky Mountains, or her reading her favorite guilty pleasure, People Magazine.