Curt E. Coulombe, CFP®CLU®ChFC®
Managing Director
As a CERTIFIED FINANCIAL PLANNER™, CFP®, and Savvy IRA Planner, Curt Coulombe’s primary goals are to relieve clients’ anxieties and simplify the mystery of investing through comprehensive financial planning guidance and investment plans built to last.
Curt’s industry knowledge and experience spans across three decades, starting his journey in the financial world soon after his 1992 graduation from Syracuse University. During the first half of his career, Curt worked for a global leader in financial planning, eventually rising to the rank of Vice-President.
From there, his focus shifted to figuring out how to add organic value to the client experience.
He chose to make the shift into the independent sector of a family-style firm, where he finds fulfillment in his ability to make a difference on a personalized level. Alongside his business partner, Duffy Elliott, Curt currently provides specialized financial guidance to business owners, working professionals, and multi-generational families. As an experienced Financial Advisor, he works diligently to advocate for the needs of investors and recognizes the daily challenges that local small businesses face.
Dedicated to making a full spectrum of investment options available to his clients, Curt holds his Series 6, 7, 24, 63, and 65 licenses, as well as life insurance and annuity licenses.
In his spare time, global travel, hiking, and motorcycling are Curt’s passions. In 2011, Curt rode to the Arctic Circle with his 70-year-old father. Treasuring those moments, Curt has since ridden around parts of South America and the western states of North America.
At home, Curt answers to Kelly, a German schnauzer who was rescued from Mexico; even she is global! Curt has resided in his Chamblee home for 18 years, and is content to continue to call it home for decades to come.
A fan of nonfiction, fiction, and a general history nut, some of his favorite authors are Bill Bryson, Lee Child, Michel Dibdin, and Dick Francis. Not having a television set for the last 15 years certainly allows for more leisure reading, which Curt believes adds richness and depth to everyday life.