Phillip Curtis, CFP®, CEP® is committed to serving his clients by creating an individual, custom financial plan designed around their specific goals and dreams. Phil works to build long-term relationships with his clients, providing personalized service that lasts all the way through to their retirement. He assists clients with retirement planning, wealth management, estate planning, education savings options, and qualified plans.
Phil is a CERTIFIED FINANCIAL PLANNERTM practitioner, having met the extensive training and experience requirements for certification. He holds a Master’s Degree from UNH in Education and the Financial Industry Regulator Authority (FINRA) Series 7 and 66 registrations through LPL Financial and Northeast Planning Associates, Inc.
Phil and his wife, Lissa, live with their sons, Westley and Titus, on the seacoast of New Hampshire. The family is active in their community and church. Phil serves on the Board of Directors for two different 501(c)3 organizations. In his spare time, he enjoys spending time with his family and hiking in the White Mountains.