Curtis S. Farrell, CFP®, AIFcontact here
Curtis has over 25 years experience as a Certified Financial Planner™ and has earned the AIF, Accredited Investment Fiduciary designation. He is in charge of the firms qualified retirement planning services. Having installed his first 401(k) plan in 1984, he provides investment, fiduciary and plan design consulting to retirement plan sponsors. He has assisted 100+ small, medium and large companies with their retirement plans and has worked with all the major vendors, insurance companies, mutual funds, banks and trust companies. His primary responsibilities include service provider reviews, plan fee and cost evaluations, investment menu design, monitoring and employee education. Curtis works closely with the employers to assist in educating employees on the importance of saving for retirement. He understands plan compliance and assists employers in fulfilling their Fiduciary responsibilities.
Curtis is a native Californian. He resides in Mission Viejo with his wife and four children. He enjoys skiing, surfing, running and giving back to the community. He has served on the board of directors of the Friends of the Santa Ana Zoo for over 20 years, as President, Treasurer and currently serves on the Nominating Committee. He is also active in the Boy Scouts of America having served as Scoutmaster, Varsity Coach and as an Assistant Venture Leader.