Curt DiGiacomo, CFP®, CIMA®, CPWA®
Managing Partner | Senior Financial Advisor

A goal-based financial planner and senior investment manager, Curt focuses on applying comprehensive financial strategies to help ensure his clients reach their life goals. For 20 years Curt has created custom, flexible financial plans to guide families and small business owners toward financial security and independence. Driven by his mantra “Trust, Excellence and Care,” Curt is proud of his role as a trusted advisor and family CFO. His commitment to excellence is second to none and he genuinely cares about the well-being and financial futures of his clients.

Curt's high standard of excellence fueled him to become a Financial Advisor and invest in extensive professional training. Striving to be the most knowledgeable, skilled and credentialed advisor he can be, Curt has earned three advanced certifications as a Certified Financial Planner™ professional, a Certified Investment Management Analyst® and a Certified Private Wealth Advisor®. This superior range of expertise gives his clients added confidence that he can handle all of their financial needs, from the straightforward to the complex. Curt deeply values his client relationships and takes the time to listen and understand what matters most to each of his clients. Known as a passionate, thorough and thoughtful advisor, he has a reputation for integrity and going above and beyond to do what's right for his clients.

 

A San Diego native, Curt played professional football in the NFL. After retiring from the NFL, Curt pursued his interest in finance and achieved his advanced certifications. Today he and his wife live in Solana Beach with their two young daughters and stay busy with the girls' sports, camping with Adventure Guides, and riding bikes. He and his wife enjoy attending church and supporting faith-based organizations. Curt is a member of the Investments and Wealth Institute and the NFL Players Association. In his spare time he enjoys family time at the beach, fitness and is still an avid football fan.

 

 

Education:

University of Arizona, B.S. Business Administration

College of Financial Planning

University of Pennsylvania Wharton School of Business

University of Chicago Booth School of Business

 

Certifications:

Certified Financial Planner™    (CFP®)

Certified Investment Management Analyst®    (CIMA®)

Certified Private Wealth Advisor®    (CPWA®)

 

Examinations passed:

SIE:                  Securities Industry Essentials

Series 7:           General Securities Representative

Series 24:         General Securities Principal 

Series 31:         Futures Managed Funds

Series 63:         Uniform Securities Agent State Law

Series 65:         Uniform Investment Adviser Law 

 

Insurance Licensed:

Life, Long-Term Care, Annuities & Disability