Todd Curry Email & Phone Number
Wealth Planner, CERTIFIED FINANCIAL PLANNER™ Professional @ Second Half Strategies
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Todd Curry Location
- Charlotte, NC, US
Todd Curry Work
- 2009 -now Wealth Planner, CERTIFIED FINANCIAL PLANNER™ Professional @
- 2004 -2009 CERTIFIED FINANCIAL PLANNER™ Professional, Wealth Manager, Retirement Planner @
- 1987 -2004 Airline Pilot and Captain @
Todd Curry Education
- Wake Forest University School of Business
MBA, Finance (Finance)
1990-1992 - William & Mary
BBA, Business (Business)
1979-1983 - Norfolk Collegiate 1976-1979
- Florida State University
CFP Certificate, Financial Planning
Todd Curry Skills
- Financial Advisor
- Investment Management
- Certified Financial Planner
- Retirement Planning
- Independent Financial Advice
- Social Security
- Estate Planning
- Investment Advisory
- Wealth Management
- Medicare
- Life Insurance
- Asset Management
- IRAs
- Wealth Preservation Planning
- Investment Strategies
- Asset Allocation
- Financial Planning
- Long Term Care
- Qualified Retirement Plans
- Personal Finance
- Small Business Retirement Planning
- Strategic Financial Planning
- Disability Insurance
- Roth IRA
- 401k Rollovers
- Risk Management
- Portfolio Management
- 401k
- Retirement
- Charitable Trusts
- Charitable Gift Planning
Todd Curry Summary
- Todd Curry, based in Charlotte, NC, US, is currently a Wealth Planner, CERTIFIED FINANCIAL PLANNER™ Professional at Second Half Strategies. Todd Curry brings experience from previous roles at Lincoln Financial Advisors and US Airways (now American Airlines). Todd Curry holds a 1990 - 1992 MBA, Finance in Finance @ Wake Forest University School of Business. With a robust skill set that includes Financial Advisor, Investment Management, Certified Financial Planner, Retirement Planning, Independent Financial Advice and more. Todd Curry has 1 emails and 1 mobile phone numbers on RocketReach.
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