Curtis, recognized as one of the Forbes 2021 - 2024 Forbes Best-in-State Wealth Advisors" and one of AdvisorHub’s 2024 150 over $1BIL Advisors To Watch, graduated with a bachelor's degree in business and finance from the Marriot School of Business at Brigham Young University in 1997. Upon his college graduation, he joined his brother Charles Parry at a financial services firm and started working as a financial advisor. Curtis has earned the following industry credentials, some of which include the CERTIFIED FINANCIAL PLANNER® certificate, a designation awarded by the Certified Financial Planner Board of Standards, the Chartered Retirement Planning CounselorSM, and Certified Divorce Financial Analyst designations. Curtis held tenures with Paine Webber, Wachovia and Merrill Lynch prior to joining Wells Fargo Advisors in 2019. Curtis was also recognized as a Platinum Council member***. He grew up in the Thousand Oaks area and gives back to the community. Although-Curtis is not musically gifted, his wife and children all play the piano and at least one other instrument. That said, Curtis is philanthropically minded with his time and talent and is a founding member of the Thousand Oaks Civic Arts Plaza. And active in local ecclesiastical leadership, youth foundations and other worthwhile pursuits. When time permits, he enjoys spending time in the outdoors with family and friends. Curtis is married to his college sweetheart, Shawna, and they live with their three children in Simi Valley, California.
CA Insurance License Number: #OC19965, Resident State: CA.
*Best In State Wealth Advisors 2024 - 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). Fee paid for use of marketing materials. The 2024 Forbes Best In State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2024 AdvisorHub Advisors to Watch 150 over $1Bil: 2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/23 - 12/31/23 (Source: AdvisorHub). [FEE DISCLOSURE, Fee paid for use of marketing materials. The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch
2023 Forbes Top Wealth Management Teams High Net Worth: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 – 6/30/22 (Source: Forbes.com). Fee paid for use of marketing materials. The 2023 Forbes Top Wealth Management Teams High-Net-Worth rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com) Fee paid for use of marketing materials. The Forbes Best In State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
***The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
