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Ryan curtis santa barbara wealth manager

Ryan Curtis, AIF®

Principal and Founding Partner

About Ryan

Ryan has worked in the financial services industry for more than 25years. He has worked closely with bankers, trust officers, mortgage consultants, and many other specialists to help create comprehensive financial solutions for clients.

Ryan was raised in Santa Barbara and graduated from Westmont College in 1996 with a BA in Economics & Business. Ryan is married to his high school sweetheart Kim and has two boys, Patrick and Will. Ryan enjoys surfing, sailing, pickleball, and dabbles in making sushi.

Ryan is currently licensed as a:

Investment Advisor Representative
Life & Health Insurance Agent CA Insurance License #OC10191
Real Estate Agent CBRE #01873883

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