Owner and Founder of Curt Howard Wealth Management & Insurance Services (CHWMIS)
Curt is a Registered Representative with LPL Financial and an Investment Advisor Representative with Golden State Wealth Management. Curt is responsible for the strategic vision for CHWMIS, value creation and planning strategies for CHWMIS clients, and client consultations. His passion and goal is assisting individuals, families and business owners reach their financial goals and pursue their dreams. He has a Bachelor of Science Degree in Finance and Banking, and holds Series 6,7, 63 through LPL Financial and Series 65 IAR through Golden State Wealth Management.