The Team

Curtin and Associates

Our Advisors

John Curtin

John Curtin

Private Wealth Advisor

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Designations

CFP®, CLTC®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

BA , Economics, College of the Holy Cross, Worcester MA
CA Insurance #0F92605

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John W Thompson

John W Thompson

Financial Advisor

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Designations

CLU®, CFP®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
CA Insurance #0G40717

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Victoria Johnson

Victoria Johnson

Financial Advisor

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Designations

CFP®, CRPC®, CDFA®

Top Areas of Focus

  • Women's Financial Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies

Education

University of Massachusetts, Amherst Bachelor of Science (B.S.) Biology, General

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Catherine Ellis

Catherine Ellis

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Tax Planning Strategies

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Our Staff

Sandy Donovan

Administrative Assistant