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Our financial advice team


Curtis Beagle

Curtis Beagle

CFP®

Financial Advisor

Franchise Owner
Kec, Walker & Associates
23
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.

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Saving for Education
  • Small Business

Interests

  • Married for 13 years to my wife Molly. We have two children, Elliott and Quinn
  • Water skiing-6 buoy slalom course, barefooting
  • Performances by the Adrian Symphony Orchestra

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Arts, Adrian College 1997 Adrian, Michigan

Professional associations

  • Young Professionals Lenawee