Charles Curry, CFP^®, AIF^®, MBA

For more than 25 years, I have helped high-net-worth individuals, families, and trusts make confident decisions about their money. I’m a CFP^® professional and an Accredited Investment Fiduciary^® who believes your plan should reflect your life, not the other way around.

If you are up early on Saturdays, you can hear me on 107.3FM and 580AM WDBO co-hosting our On the Money! radio show and podcast. I also lead monthly workshops on retirement planning, wealth accumulation, tax strategies, long-term care, and Social Security. Over the years, I’ve been quoted in Fortune and Yahoo Finance, but the recognition that matters most to me is when a client tells me they feel confident and at ease about the future.

I started my career in Central Florida, serving as Vice President at Charles Schwab & Co., Inc. and at Truist Bank. Those years taught me how to guide clients through market cycles and life transitions. I believe that clients are best served by a holistic process that integrates their investments, retirement, tax, insurance, and estate planning into one cohesive strategy.

I serve as an Investment Advisor Representative of Certified Advisory Corp, a Registered Investment Advisor, and I am a Registered Representative with Fortune Financial Services, Member FINRA SIPC. Securities are offered through Fortune Financial Services, Inc., and financial planning and investment management are offered through Certified Advisory Corp. Certified Advisory Corp and Fortune Financial Services are separate and not affiliated.

As a CFP^® professional, I have met the CFP Board’s standards for education, examination, experience, and ethics. As a graduate of the AIF^® program, I am trained in fiduciary responsibility and portfolio management. I also hold Life and Health Insurance and Variable Annuities licenses with the State of Florida.

Now a bit about me: I grew up in Central Florida, earned an MBA at Rollins College’s Crummer Graduate School of Business, and a B.A. from Wake Forest University. I stay active in the community through the Financial Planning Association of Central Florida and have served on boards for the American Cancer Society, the Central Florida Estate Planning Association, the Heart of Florida United Way, and my church. When I’m not advising clients, I enjoy spending time with my wife and children. My hobbies include cheering on my kids at various after-school activities, traveling, photography, boating, and golf.