James M. Curtis, CFP®, MBA
(714) 445-0055
jc@jamescurtisenterprises.com
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.
Visit the links below to verify the status of his financial planning certification, individual and
corporate licenses:
CFP® - Certified Financial Planner*
James M. Curtis is a Resident Insurance Producer licensed by the California Department of Insurance (CA Life Insurance License #0G20663) and is the Endorsed Agent of James Curtis Financial and Insurance Services (CA Life Insurance License #0I67799) which is duly licensed to sell the following: Life Insurance, Long-term Care Insurance, Health Insurance, Fixed Annuities, and Index Annuities.
CA Life Insurance License #0G20663
CA Life Insurance License #0I67799
James M. Curtis is a Real Estate Broker licensed by the California Bureau of Real Estate (CA BRE License #01143185) and is the Broker-Associate of James Curtis Enterprises, Inc. (CA BRE License #01522486). He spends less than 5% of his time with Real Estate sales/analysis.