Turn the life you dream into the life you Experience Play Video

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Meet Kim

 CFP®, ChFC, CLU, CAP, AEP, MSFS

Kim Curtis, President and CEO of Wealth Legacy Institute, speaks passionately about the topic of financial literacy in America. She has shared the stage with Astronaut Buzz Aldrin at U.S. Military Academy at West Point, received the Financial Innovator Award with Business Expert Forum at Harvard Faculty Club and has been featured on the Jumbotron in Times Square. She has advised Governors’ of States, national TV personalities and even cage-fighting superstars in the UFC.

Kim’s groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. This model is the cornerstone of her firm’s holistic and highly successful approach to integrated wealth management, The Planning for LIFE Experience™.

 

expertise

Kim’s goal is to help you become financially successful, however you define it. Learn how to be secure, independent and free. Join the Movement today!

trusted Finance expert

bestselling author

keynote Speaker

corporate speaker

Industry Association speaker

College speaker

investor advocate

 

 

Services

SPEAKER TOPICS

Kim has spoken on leadership, negotiations, and the mastering of money to organizations such as West Point, Oracle, Environmental Protection Agency (EPA), Colorado Coldwell Banker, University of Colorado Hospital, Comcast, Level 3, OtterBox, Johnson & Johnson, AAUW, among others. 

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money mastery

Leadership

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Negotiation

Retirement Secrets

What does a celebrity fitness trainer and a financial professional have in common?

Surprisingly, a lot!

Just as a personal trainer holds you accountable to your fitness goals, a financial professional holds you accountable to your financial goals.

If you’ve ever tried to reach a fitness goal, you know how hard it can be to get up early, get dressed, and get to the yoga studio or gym. But if you have someone there waiting for you, it makes things much easier. That added level of accountability can make all the difference. Its why celebrities stay in such great shape. They have someone working on their meal plans, their workout plans, measuring their progress, and holding them accountable.

That’s exactly what financial professionals do! They don’t make up your goals – you choose your own goals. It’s just their job to coach you as you work toward those goals. 

Get In Touch

950 South Cherry Street, Ste. 505

Denver, Colorado 80246

info@kimcurtisspeaker.com