Curt Knapp Email & Phone Number
Certified Financial Planner and Wealth Manager
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Curt Knapp Location
- Pompano Beach, FL, US
Curt Knapp Work
- 2023 -now Certified Financial Planner and Wealth Manager @ Kovacs Securities
- 1989 -2020 Vice President of Wealth Management @ Investacorp, Inc.
Curt Knapp Education
- College of Financial Planning
CFP (Financial Planning)
1990 - Ball State University
(Accounting)
- John Hersey High School
Curt Knapp Skills
- Strategic Financial Planning
- Investment Advisory
- Securities
- Financial Advisory
- Due Diligence
- Series 7
- Retirement Planning
- Certified Financial Planner
- Financial Services
- FINRA
- Wealth Management
- Investments
- Series 63
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Asset Management
- Portfolio Management
- Investment Strategies
- Retirement
- Financial Analysis
- Strategic Planning
- Finance
- Insurance
- Financial Planning
- Public Speaking
- Customer Service
- Budgets
- Financial Reporting
- Research
- Sales
- Microsoft Excel
- Business Development
Curt Knapp Summary
- Curt Knapp, based in Pompano Beach, FL, US, is currently a Certified Financial Planner and Wealth Manager at Kovacs Securities. Curt Knapp brings experience from previous roles at Investacorp, Inc.. Curt Knapp holds a CFP in Financial Planning @ College of Financial Planning. With a robust skill set that includes Strategic Financial Planning, Investment Advisory, Securities, Financial Advisory, Due Diligence and more. Curt Knapp has 2 mobile phone numbers on RocketReach.
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