Curtis has been a practicing adviser since January, 2000. He holds designations as a Chartered Financial Consultant® (ChFC), Chartered Life Underwriter® (CLU), and as a Certified Plan Fiduciary Advisor® (CPFA). In addition to these post-graduate curricula, Curtis earned a degree in Applied Business Management from the University of New Hampshire (Durham). He holds FINRA licenses including the Series 6, 7, 63, and 65 as well as his insurance producer license.

During his career, Curtis has worked with individuals, families, corporate entities, as well as non-profit organizations such as colleges and charitable foundations. He has a breadth of knowledge regarding taxation, in addition to personal experience as a tax preparer for a large CPA firm from 2000-2002.

Email: Curtis@PorterWealth.com

 

 

To view Curtis N. Porter's FINRA Brokercheck, click the following link:

• FINRA’s BrokerCheck