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Kim Curtis
Kim Curtis is a nationally recognized wealth management advisor and speaker. She has been profiled in several publications including the Wall Street Journal. As President and CEO o...voir plusKim Curtis is a nationally recognized wealth management advisor and speaker. She has been profiled in several publications including the Wall Street Journal. 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. This model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management. Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Ms. Curtis is author of Money Secrets: Keys to Smart Investing published by Financial Literacy Press. She lives with her family in Denver, Colorado.voir moins