James M. Curtis, CFP®, MBA
President & Financial Planner
James M. Curtis is a CERTIFIED FINANCIAL PLANNER™ with a Bachelor of Arts Degree in Economics from the University of California at Davis (1988) and a Master’s Degree in Business Administration from Pepperdine University (2000). His 35-year career in Orange County, California has featured conscientious service and unblemished licensure in Insurance, Real Estate and Financial Management.
James was inspired to pursue a career as a comprehensive financial planner after assisting his father (a highly respected pediatrician and faithful family man who suffered from Parkinson’s disease from 1990 until his passing in 2003) with all aspects of financial and health management.
James enjoys basketball, tennis and simply spending time with friends and family.