Curtis West Email & Phone Number
Lead Financial Advisor @ Platt Wealth Management
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Curtis West Location
- San Diego, CA, US
Curtis West Work
- Lead Financial Advisor @ (August 2021 - Present)
- Senior Wealth Advisor @ (March 2014 - July 2021)
- Financial Solutions Advisor @ (January 2012 - March 2014)
- Financial Planning Analyst @ (October 2010 - February 2012)
- Regional Bank Private Banker @ (October 2004 - June 2010)
Curtis West Education
- San Diego State University
Master's degree (Financial and Tax Planning)
2011-2013 - Clemson University
Bachelor of Science - BS (Management)
1996-2000
Curtis West Summary
- Curtis West, based in San Diego, CA, US, is currently a Lead Financial Advisor at Platt Wealth Management. Curtis West brings experience from previous roles at Reilly Financial Advisors, Merrill Edge, Wells Fargo Private Bank and Wells Fargo. Curtis West holds a 2011 - 2013 Master's degree in Financial and Tax Planning @ San Diego State University. Curtis West has 3 emails and 2 mobile phone numbers on RocketReach.
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