Broker Check
Curtis W. Frisch, CFP®

Curtis W. Frisch, CFP®

Certified Financial Planner™

Integrity. Professionalism. Competence.                                                         

Hi. I'm Curtis and helping you reach your financial dreams is what I live for.  With a client-first approach, I enjoy learning about your plans and goals in order to give you the confidence needed for us to move forward together.  I have a passion for financial literacy and education and will walk with you to achieve your goals and make sure you understand the process as we walk down your unique path to retirement.

EDUCATION

After graduating from Arcadia High School, I attended Bowling Green State University where I earned a Bachelor of Applied Science Degree in Health Services/Allied Health/Health Sciences.  My passion for wealth management emerged shortly thereafter.

COMMUNITY INVOLVEMENT

  • Hancock Leadership - Class of 2020 Graduate
  • Hancock Literacy - Fundraising Chair (2018-2022)
  • YMCA Youth Basketball Coach

PERSONAL                                                                                                  

The only things I love more than the Los Angeles Lakers, New York Mets, and The Ohio State Buckeyes, are my family and financial planning. My wife, Breanna, and I live outside of Alvada, Ohio, with our young sons Harrison and Miles, who are already picking up life advice from the countless financial podcasts I listen to while driving.

REGISTRATIONS

Securities Registered in AL, CO, FL, GA, ID, IL, IN, KY, LA, MI, NV, NY, NC, OH, OR, SC, SD, TN, TX

Securities Registration Series 6, 7, and 66

ChFC® (Chartered Financial Consultant)

CFP® (Certified Financial Planner)