Rob Curry is a CFP professional who has been providing advice to families, individuals, and institutions for over 20 years. Rob truly enjoys working with clients to navigate the often complex, financial issues that come up in their lives. This includes advice on how to handle equity awards and other company-provided benefits, tax planning, cash flow management, risk management/insurance, and estate planning. Having the proper investment strategy is paramount to trying all of this together in a comprehensive financial plan. Rob takes his role as a fiduciary seriously and uses that as the guide for any advice and recommendations he provides clients.
Rob has a Bachelor of Arts degree from Indiana University where he majored in Economics and History. He has worked for three RIA firms prior to joining Curry Wealth Management in November 2021. Rob has been a CFP professional since 2005. He and his wife, Julie, currently reside in Carmel, Indiana where they live with their two boys, Johnny and Luke. Rob enjoys playing golf in this free time and riding bikes with his wife.
Robert Curry, CFP
Senior Financial Advisor/Partner at Curry Webb Wealth Management
320 N Meridian Street Suite 828
Indianapolis, IN 46204
[email protected]
(317)695-7480
https://webbcapitalmgmt.com/
Find a workshop location near you!
Investment Adviser Representative and Advisory Services offered through CreativeOne Wealth LLC, a SEC Registered Investment Advisory firm.
Licensed Insurance Professional. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation. Annuities are products of the insurance industry; guarantees are backed by the claims-paying ability of the issuing company. Respond and learn how annuities and life insurance can be used in various stages of planning for retirement income.
© 2023 Retire For L.I.F.E. – All Rights Reserved