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
- Wealth Planner, CERTIFIED FINANCIAL PLANNER™ Professional @ (January 2009 - Present)
- CERTIFIED FINANCIAL PLANNER™ Professional, Wealth Manager, Retirement Planner @ (January 2004 - January 2009)
- Airline Pilot and Captain @ (January 1987 - January 2004)
Todd Curry Education
- Wake Forest University School of Business
MBA (Finance)
1990-1992 - William & Mary
BBA (Business)
1979-1983 - Norfolk Collegiate 1976-1979
- Florida State University
CFP Certificate (Financial Planning)
Todd Curry Skills
- Asset Management
- Certified Financial Planner
- Charitable Gift Planning
- Charitable Trusts
- Disability Planning
- Estate Planning
- Financial Planning
- Independent Financial Advice
- Investment Management
- Investment Strategies
- Long-term Care
- Medicare
- Retirement Income
- Retirement Planning
- Social Security
- Survivor Planning
- Wealth Management
- Financial Advisor
- Investment Advisory
- Life Insurance
- IRAs
- Wealth Preservation Planning
- Asset Allocation
- 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
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 in Finance @ Wake Forest University School of Business. With a robust skill set that includes Asset Management, Certified Financial Planner, Charitable Gift Planning, Charitable Trusts, Disability Planning and more. Todd Curry has 1 emails and 1 mobile phone numbers on RocketReach.
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