I am Curt Coulombe, CERTIFIED FINANCIAL PLANNER™, CFP® with Elliott & Associates Wealth Advisors, Inc., a wealth advisory organization based in Northwest Georgia. My partner, Duffy Elliott and I serve a number of business owners and professional families, some of whom live in the state of Georgia and some who live other parts of this great country.
Professionally, I bring 25 years of industry knowledge and experience to the table. This role is the only role I have had since graduation from Syracuse University in 1992. I spent 14 years at one of the largest money management groups in the world and now have a small shop-I know the difference first hand-especially what that difference means to the clients. I am an advocate for my clients, in every way I possibly can be. I understand the needs and concerns of the investors and the challenges the small business community faces on a daily basis.
With the many organizations competing for your investment business, I am keenly aware of what value we need to add to win and to keep, your business and your loyalty.
Personally, global travel and motorcycling are my passions. I recently adopted a German Schnauzer/French Poodle rescue named Kelly who came from Mexico-even she is global! I have lived in my home in Chamblee for 14 years and hope to stay there another 14 years, at least.