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Kim Curtis, CFP®, AEP®, CAP®, ChFC®, CLU®, MSFS

Partner

Denver

Client Advisory

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
Please read important award, ranking and credential disclosures here.

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Kim Curtis

Retirement Planning

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.

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.