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Curtis Advisory Group, LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Curtis Advisory Group, LLC is an independent wealth management firm based in Santa Barbara, California. It provides straightforward guidance on finances and aims to help clients grow, manage, and draw income from their investments. Clients have direct access to a senior team with decades of industry experience to inform their financial decisions.

Within the financial services sector, the firm operates as a small, independent practice serving clients through several life stages—those approaching retirement, retirees, and individuals in their 30s and 40s. The firm emphasizes tailored, experience-backed guidance to help clients navigate risk, plan for future spending, and align investments with long-term objectives.

Find Curtis Advisory Group, LLC employees' phone numbers or email addresses

Curtis Advisory Group, LLC Global Highlights

Location
Employees

North America
3

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  • United States Of America
    3

Oceania
1

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  • Australia
    1

Curtis Advisory Group, LLC's Leadership

  • Stylized image of a person
    J. H.
    Lead Advisor, Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. G.
    Financial Advisor
    Phone icon
    Mobile Phone

Curtis Advisory Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Curtis Advisory Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. H.
    Lead Advisor, Partner
    Phone icon
    Mobile Phone
    United StatesCalifornia
    May 26, 2025
  • Stylized image of a person
    D. G.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesCalifornia
    May 28, 2025

Frequently Asked Questions

What is Curtis Advisory Group, LLC known for?

Minus sign iconPlus sign iconCurtis Advisory Group, LLC was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 735 State Street Suite 214 Santa Barbara, California 93101 United States. Explore Curtis Advisory Group, LLC's company overview page for more information.

What is Curtis Advisory Group, LLC's most common email format?

Minus sign iconPlus sign iconCurtis Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Curtis Advisory Group, LLC email formats with LeadIQ.

How many employees does Curtis Advisory Group, LLC have currently?

Minus sign iconPlus sign iconCurtis Advisory Group, LLC has approximately 3 employees as of May 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Curtis Advisory Group, LLC's key employees and leadership?

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As of May 2026, Curtis Advisory Group, LLC's key employees include:

  • Lead Advisor, Partner: J. H.
  • Financial Advisor: D. G.

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