Curt Stowers (CFP®, MS, PhD)
Curt Stowers focuses in the
following client markets or areas of practice:
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Business Owners
- Corporate Executives
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
Planning Specialties
We are a NAPFA approved, fee-only financial planning firm with a focus on serving Corporate Executives, Entrepreneurs, and Families. We provide comprehensive planning services and recommend low cost, academically proven, passive investment solutions. We service a variety of clients throughout the Chicago area, Metro Atlanta area, southern Florida, and across the US.
In addition to the desire to plan strategically for their financial future, our ideal clients are also focused on the wellbeing of their friends and family, are long term planners, optimistic, have a desire to contribute positively to society, and are committed to living a healthy lifestyle that incorporates all aspects of the Five Fs.
Most clients have in excess of $500,000 in investable assets or have a demonstrated track record of saving aggressively. They recognize that there will be “bumps” along the road of life and treat these “bumps” as opportunities to grow personally.
Additional Information
Curt Stowers is a Certified Financial Planner. He is a graduate from the University of Illinois where he earned a BS, MS and PhD in Industrial Engineering. He’s a husband, father of three, an avid outdoorsman, and a follower of Christ.
Curt’s goal as a financial planner is to ensure that families, corporate executives, and entrepreneurs have a comprehensive financial plan in place to reach their life goals. With 18 years of experience as a corporate executive and having owned a Subway franchise for over a decade, he knows how to provide practical, first-hand perspectives in the financial planning process.
NAPFA Start Date
February 06, 2015
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