Vice President of Wealth Management
Curran is an independent LPL Financial Advisor with 10 years of experience, who finds satisfaction in educating clients and empowering them to pursue their goals. Curran firmly believes that becoming a partner in his client’s lives will help them find the strategies to achieve financial independence.
Many of the people Curran talks to have questions about Retirement prep and distribution planning, Risk Adjusted- Returns, College Funding, Family Life Insurance planning, Stock Plan divestments, Net-unrealized appreciation planning, Local/State pension analysis, Estate Planning, and most importantly tax-conscious investing!
Listening is key when getting to know a potential client. Once Curran has gathered a facts and goals about a client’s scenario, he will help to pinpoint the risk-adjusted return the client is seeking using the Riskalyze software. Should the client like to move forward, Curran will build out a financial game plan utilizing the e-Money software, analyze current and future cashflow needs, review existing portfolio’s, and recommend and steps needed to meet plan goals. Curran is Series 7, 65, 6, 63, and 26 licensed with LPL Financial, which in turn provides open product architecture and objective independent research. This is critical in allowing Curran to shop the open market, objectively , for the best tools to successfully pursue financial goals.
Curran loves to lead an active lifestyle- and can be found travelling, snowboarding, biking, hiking, or practicing yoga in his very fleeting spare time.