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ABOUT KIM CURTIS

Kim Curtis is a nationally recognized wealth management advisor and speaker. As President and CEO of Wealth Legacy Institute, she focuses on helping clients build the retirement of their dreams through a highly personal, client-centric planning model. This model, The Planning for LIFE Experience™, won an Editor’s Choice award from the Journal of Practical Estate Planning.

Kim has attained numerous professional designations and is recognized by the financial planning industry as having achieved the highest level of competence and expertise.

She is a bestselling author of Money Secrets: Keys to Smart Investing and Retirement Secrets: Keys to Retiring Happy, Healthy & Free, published by Financial Literacy Press.

Kim has spoken on leadership, negotiations, and finance to organizations such as West Point, Oracle, EPA, University of Colorado Hospital, Comcast, Level 3, CenturyLink, OtterBox, Johnson & Johnson, AAUW, amongst others. She has been profiled on NBC, CBS, ABC, FOX, CW as well as the Wall Street Journal.

She lives with her family in the beautiful Rocky Mountains of Denver.

LIFE MOTTO

How you do money is how you do life.

On the Nightstand

The Changing World Order by Ray Dalio 

Mission Economy: A Moonshot Guide to Changing Capitalism by Mariana Mazzucato 

The Light We Carry by Michelle Obama

Favorite Hobbies

Sailing
Paddleboarding
Adventure Van Exploring

Top Apps

Calm
iOverlander

Instant Mood-Boosting Song

Born This Way, Lady Gaga

Go-to Beverage

Tangerine LaCroix

Last Meal on Earth

Pizza

Kim keeps a red raffle ticket in her desk drawer – just like the one she had to (with shame and embarrassment) turn into the middle-school lunch lady in exchange for a subsidized lunch. The red ticket is a reminder of her own money stories…of where she came from, and how far she’s come.

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