Kim Curtis, CFP®, AEP®, CAP®, ChFC®, CLU®, MSFS
Partner
Biography
Kim is a Partner in the Denver office. She is a nationally recognized wealth management advisor and speaker. Renowned for her holistic approach, she specializes in integrated wealth management, catering to high-net-worth individuals, couples, and business owners navigating the transition from retirement savings to actively living out their retirement dreams.
Prior to joining Cerity Partners, Kim was the CEO of Wealth Legacy Institute, a fiduciary financial advisory firm. She was at heart, a trusted advisor, consulting with clients on complex financial planning, tax and estate matters, applying her expertise with the plan development and ongoing monitoring, allowing clients to finally feel peace of mind, and ultimately, life impact, fulfillment and legacy.
Kim speaks passionately about the topic of financial literacy in America. She has been a TV guest on media outlets around the country and profiled in several publications, including The Wall Street Journal. In her spare time, Kim enjoys spending time with her family in the great Colorado outdoors.
Education
- B.S. in Criminal Justice from Elmira College
- MSJA in Judicial Administration from University of Denver Sturm College of Law
- MSFS in Finance Services from the American College
Highlights
- CERTIFIED FINANCIAL PLANNER®
- Accredited Estate Planner (AEP)
- Chartered Advisor in Philanthropy (CAP)
- Bestselling author of Money Secrets: Keys to Smart Investing
- Bestselling author of Retirement Secrets: Keys to Retiring Happy, Healthy & Free
- Developed Humanigraphix®, a highly personal client-centric planning model
- Quilly Award® recipient (issued by The National Academy of Bestselling Authors®) for co-authoring with Jack Canfield the bestselling book, The Keys to Authenticity
- 2010 Editor's Choice Award recipient (issued by the Journal of Practical Estate Planning)
- International Women's Forum of Colorado
- National Speakers Association
Latest Insights
View AllKim Curtis
Individuals and Families
5 Mistakes Athletes Make with Name, Image, and Likeness Income
The Name, Image, and Likeness (NIL) era has transformed collegiate athletics, but that opportunity comes with responsibility. Learn how to avoid five common mistakes.
Kim Curtis
Individuals and Families
From Courts to Cash: How Women Athletes and Women’s Sports Are Changing the Game
Women’s sports are experiencing unprecedented growth, fueled by rising viewership, increased sponsorships, and expanding financial opportunities for athletes. This article explores the economic shift underway and highlights the importance of financial planning for women in sports.
Kim Curtis
Individuals and Families
How to Become a Snowbird in Retirement – 7 Tips to Help You Prepare
Transitioning into a snowbird lifestyle during retirement requires planning and readiness. Explore invaluable tips to help you prepare.
Meet Our Client Advisory Colleagues
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David Aaron Partner & Practice Leader
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Louis P. Abel Partner
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Rozeta Abovian Partner
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Lloyd Abramowitz Partner & Practice Leader
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Carlos Acevedo Associate
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Kyle Adams Senior Principal
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Cole Adams Associate
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Samuel Afari-Aikins Partner
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Maria Aguirre Associate
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Karim Ahamed Partner
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Chris Akamine Partner
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Kendall Albert Associate
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Philip Alfonsin Senior Principal
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Arman Ambartsumyan Senior Associate
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Joseph Amicone Principal
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Breana Ammon Senior Associate
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Miles B. Amodeo Principal
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Andrew Anastasi Partner
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Mark Andersen Partner
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Helen Anderson Senior Principal
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Rebecca D. Anderson Principal
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Sean Angelis Principal
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Karen Angrisano Principal
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Jessie Angulo Senior Associate
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Lynne Anicete Associate
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Associate
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Gary Arakawa Partner
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Jackie Armistead Associate
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Adam Armstrong Principal
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Christopher Arotin Principal
