NAPFA Fall 2024 National Conference Speaker

Jim Kantowski is the owner and founder of Curio Wealth, where he also serves as a dedicated advisor. His credentials include the highly regarded CERTIFIED FINANCIAL PLANNER™ designation and a Certified Public Accountant certification. With a focus on helping clients who are nearing retirement or who have already entered this phase of life, Jim specializes in ensuring they are on track to reach their personal financial goals and provide peace of mind that they will have the financial resources to last a lifetime. His unique combination—having both a CERTIFIED FINANCIAL PLANNER™ designation and Certified Public Accountant certification—allows him to approach financial planning and investments from a tax perspective.