Curtis Irby , CFP®

Bio

With over 30 years of experience in financial and investment advisory support, Curtis Irby has dedicated his career to helping clients achieve their financial goals. Known for his expertise as a financial planner, relationship builder, and educator, Curtis partners with advisors to help clients understand their unique financial story and collaboratively develop holistic solutions for success.

Curtis holds a BS in Finance and Consumer Studies from Syracuse University and an MBA in Finance and Financial Management from Sacred Heart University. He earned his Certified Financial Planner designation after completing his financial planning coursework at Fairfield University.

A Connecticut native, Curtis lives in Fairfield County, CT. Outside of work, he enjoys serving on non-profit boards, participating in community service projects, cooking, watching Turner Classic Movies, and cheering on Syracuse Orange athletics.