Robert M. Curry, CFP®— Investment Consultant

Providing Financial Planning and Investment Advice to Families.

Rob’s Focus

I work with individuals and families to help them develop specific goals for their financial future.  This process allows people to focus less on the day-to-day fluctuations in the market and more on achieving their personal goals and objectives.

Experience and Education

 

Present            Meridian Investment Advisors, Inc.

                      Investment Consultant

 

1999-2004      CFG Wealth Management Services, Inc.

                      Investment Advisor

 

Bachelor of Arts, Indiana University in Economics and History

 

 

Professional Designations and Affiliations

 

Certified Financial Planner

 

NASD Series 65 Uniform Investment Advisor

 

Member, The Financial Planning Association