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Our financial advice team


John Peter Curcio, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

John Peter Curcio

Financial Advisor

Iron Oaks Wealth Advisors
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Saving for Education
  • Estate Planning Strategies

Education

  • Master of Business Administration in Finance with Honors, Vanderbilt University, Nashville, TN
  • Bachelor of Arts, Economics, Cum Laude, St. Lawrence University, Canton, NY

Awards & recognition

  • Iron Oaks Wealth Advisors, Ameriprise Client Experience Award, 2024

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

  • Family Time
  • Exercise
  • Cooking
  • Travel
  • Golf
  • Tennis