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Curtis Wright - CFP®

Curtis Wright - CFP®

Followers of Curtis Wright - CFP®272 followers
location of Curtis Wright - CFP®Smyrna, Georgia, United States

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  • Timeline

  • About me

    Owner, Wright Financial Group, Insurance & Financial Services

  • Education

    • University of Florida

      1973 - 1977
      Bachelor of Arts Business Administration, Insurance & Risk Management

  • Experience

    • Allstate

      Apr 1977 - Apr 2002

      • Sales Director

        Jan 1995 - Apr 2002

      • Sales Manager

        Apr 1977 - Jan 1995

    • Wright Financial Group LLC

      Apr 2002 - now
      Financial Advisor

      Over 40 years experience in the Insurance and Financial Services industry. 25 years were spent as a corporate sales executive, with a Fortune 100 insurance and financial services company. Since 2002, I have been spent as Principal and Owner of a Financial Services firm, focused on assisting individuals and businesses in protecting, managing and developing their financial assets.

  • Licenses & Certifications

    • Series 6, 63 & 65 Licensed

      FINRA
      Feb 2001

    • Life Underwriting Training Council Fellow

      National Association of Insurance and Financial Advisors
      Jan 1985

    • Certified Financial Planner (CFP)

      CFP Board
      Dec 2019