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Matt  Curtis, CRPC®

Matt Curtis, CRPC®

President, Principal

Matt was born and raised in Sacramento and graduated from Sacramento State University with a degree in Psychology. Shortly after graduating, Matt became a Deputy with the Sacramento County Sheriff’s Department. After almost 12 years as a Deputy, Matt retired to pursue his true passions, financial advising and started in the financial services industry over 11 years ago. Matt has been married over 20 years to his beautiful wife Melinda and has two wonderful daughters Macey and Makenna. After experiencing “financial advisors” take advantage of his grandmother, Matt decided to pursue a more transparent approach to advising.

Matt is a Chartered Retirement Planning Counselor® and a member of the National Ethics Association.  Matt is also a member of several retired law enforcement officer organizations. 

When out of the office, you find Matt fishing, hunting, golfing, spending time with his wife/kids or playing guitar.