Daring to Be Yourself with Curtis Bailey
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Daring to Be Yourself with Curtis Bailey
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A proposito di questo titolo
In this episode, Curtis gets real with why he left the broker-dealer world and started his own investment firm dedicated to helping people connect their wealth with building a life they love.
A little about Curtis: Curtis is the Founder, Chief Compliance Officer, and Financial Advisor at Quiet Wealth Management, Cincinnati’s first Flat-Fee firm, where he focuses on helping working professionals and retirees improve their financial life.
Before launching Quiet Wealth Management, Curtis was a Portfolio Manager and Advisor at UBS Financial Services and started his career at Merrill Lynch. His experience and expertise help people build their wealth, reduce taxes, and feel confident in their financial path.
Curtis' specialties include:
- Financial Planning
- Investment Management
- Tax Planning & Preparation
- Asset Protection
- Wealth Transfer & Legacy Planning
- Retirement Planning
- Income & Distribution Planning
- Charitable Giving
www.quietwealth.com
https://www.amazon.com/Quality-Time-Left-Curtis-Bailey-ebook/dp/B09QQV75MJ/ref=sr_1_4?keywords=curtis+bailey&qid=1653572232&s=books&sr=1-4