Kim Curtis
CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS
Wealth Legacy Institute
President & CEO
Kim Curtis
CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS
Wealth Legacy Institute
President & CEO
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kim Curtis, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS
Fee-Only financial planner located in Denver, CO, serving clients locally and across the country
Meet Kim Curtis
Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, her groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.
Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise. Kim is a bestselling author of Money Secrets: Keys to Smart Investing published by Financial Literacy Press. Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW as well as the Wall Street Journal.
During her free time you can find her sailing, skiing or golfing in the beautiful Rocky Mountains, or her favorite guilty pleasure, reading People Magazine.
Kim Curtis is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Kimberly Curtis is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Kim Curtis
Office Locations:
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950 S Cherry St
Suite 505
Denver, CO 80246
