Chris Curtis

I am a dedicated tax and estate planning professional with extensive experience helping individuals, families, and business owners navigate the complexities of financial planning. My approach is centered on understanding each client’s unique goals to develop tailored strategies that optimize tax efficiency, preserve wealth, and ensure a smooth transfer of assets. With a strong foundation in tax law and estate planning principles, I work collaboratively with clients and their advisors to deliver comprehensive solutions that support both short-term needs and long-term legacies. I am committed to providing clear guidance, thoughtful planning, and exceptional service every step of the way.

With a unique blend of accounting, legal, and estate planning expertise, I bring over 10 years of experience advising high-net-worth individuals, families, and business owners on complex tax and estate matters. I offer a multidisciplinary approach to planning that integrates tax optimization, succession planning, and wealth preservation. My practice is rooted in a deep understanding of both the technical and interpersonal dynamics involved in family enterprises and legacy planning, allowing me to provide strategic, customized advice that supports long-term financial and personal goals.

I have CPA, CA, TEP, and FEA designations as well as a law degree.