Curtis Hill specializes in helping retirees and pre-retirees plan their “next chapter.” Raised in North Carolina, Curtis moved to Dallas in his twenties.
Since many individuals and small businesses depend on their investment professional for reliable advice, it is wise to learn what qualifies them as financial professionals. Curtis Hill specializes in helping retirees and pre-retirees plan their “next chapter”. Curtis has more than twenty-five years of experience providing investment, insurance and retirement advice. His expertise comes from workin
g with clients through various economic conditions. Striving to provide the best advice for his clients, Curtis has earned his CERTIFIED FINANCIAL PLANNER™ designation. Has your current advisor acquired the academic competency required to become a CFP®? Curtis also holds two bachelor’s degrees from North Carolina State University (1978) plus a Master’s Degree from Southern Methodist University (1981). He was a successful professional and manager for fifteen years before becoming an investment and retirement advisor. Curtis has written two books, which challenge the traditional advice that most financial planner provide. They are entitled “The Wealth Conspiracy, Avoid the Dark Side of Wall Street” and “The Financial Blind Side, How Your Investment Advisor’s Bias Limits Your Wealth.” In these books you will learn how many advisors compromise their clients’ best interest in order to maximize their own profits. You will also learn what his tag line means “Not the Same Old Advice” and why Curtis is truly a different kind of financial advisor. He moved to Los Angeles in his late thirties where his lives now with his wife of 20+ years, Irina and their dog Alex. Curtis Hill provides insurance services through Serenity Wealth Management. Investment advisory services are offered through a separate entity, Portfolio Medics, LLC a registered investment advisor. Serenity Wealth Management and Portfolio Medics, LLC are not affiliated. CA Insurance License 0B50660
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