Marty A. Curtis, CFP®, AIF®
President & CEO, CFP®, AIF®
Executive & Wealth Advisor
Marty has 20+ years of experience as a CFP ®, CERTIFIED FINANCIAL PLANNER™, and AIF® Accredited Investment Fiduciary®, in Appleton, Wisconsin, for affluent individuals, families and their closely held entities. With a strong desire to provide her clients with the best proactive services available and by listening carefully to the needs of her clients, Marty is able to build strong long-term partnerships. Marty’s work motto is and has always been “Clients first”.
Marty is a graduate from the University of Wisconsin-Oshkosh with a degree in Business Administration. As a mother of two daughters, Marty soon discovered that she has a strong passion for helping and taking care of the needs of others. This is the driving force that pulled Marty into the financial world; to help clients pursue a better future for themselves and their children.
Marty’s strong business and leadership skills led to starting Curtis Wealth Management, LLC in 2009. Acting as President, this accomplished business has grown into one of the most respected and highly sought after financial planning firms in the Fox Valley.
Because of the success that Curtis Wealth Management has achieved, Curtis Wealth Management joined forces with Paul Hoffman & Company to create Provisions Wealth Planners in June of 2016. As the name suggests, Provisions Wealth Planners provide for a need or necessity with a PROfessional vision. Providing for the future needs of our clients and their families is the company’s number one priority.
When not working, Marty enjoys time spent on the lake and with family and friends. She maintains a rigorous fitness routine and a strong competitive drive that has pushed her to participate in several running events and extraordinarily, she has successfully completed a full marathon. Marty also loves to travel with her husband George and her family.
Securities Registration held with LPL Financial:
- Series 7 - General Securities Representative
- Series 24 - General Securities Principal
- Series 63 - Uniform Securities Agent
Securities Registrations held with Advisors' Pride:
- Series 65 - Uniform Investment Advisor
Other licenses or designations held:
- CFP® CERTIFIED FINANCIAL PLANNER®
- AIF® Accredited Investment Fiduciary®
- Insurance - Life and Health insurance intermediary