Diamond Wealth Strategies
Phone: (847) 686-1069
Curtis is a Financial Life Planner who works with high net worth clients specializing in retirement income, cash flow enhancement and wealth transfer planning. He is an internationally known speaker, educator and author in the financial services industry. As a retirement income expert, Curtis has been serving clients throughout the United States since 1987. In 2009, Curtis was recognized as a top five finalist for Advisor of the Year by Senior Markets Advisor Magazine.
Curtis has membership in a number of industry associations such as: NAIFA, 3-time Court of the Table and 7-time Top of the Table qualifier with MDRT, Society of FSP, Retirement Income Industry Association (RIIA) and Forum 400.
In 1999, Curtis founded the Thrive® Process and Precision Retirement by Design. In 2012, Curtis developed educational training platform called Thrive University, a two-day training session for qualified planning professionals. This program has become a catalyst in educating professionals such as attorneys, accountants and financial professionals who want to know how to harness the power of core efficiencies that minimize tax, minimize fee-drag while providing inflation-adjusted income and cash-flow strategies for retirement and estate planning solutions.
Curtis also serves as an Adjunct Instructor for The American College. The college utilized Curtis’s expertise as part of the educational team of experts who helped developed the curriculum and content for the new RICP® (Retirement Income Certified Professionals) designation program.