Bio
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Curtis Collins is a seasoned financial professional with 45 years of experience in asset protection planning, tax planning, and financial planning. He holds multiple certifications, including CPA, CFP, PFS, and is a Certified Asset Protection Planner. With expertise in veterans and Medicaid planning, Curtis has been serving clients for over thirty-five years, prioritizing their interests and providing expert advice and full-service implementation of strategies to reach their goals.
As a self-employed individual, Curtis has a unique understanding of the needs of his clients and is well-versed in various types of planning, including tax, estate, and asset protection. His education from Georgia State University, The University of Georgia, and Young Harris College has provided a solid foundation for his career.
Curtis is a leader with a strong background in team building and leadership, having worked with clients across various industries.
Credentials
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Certified Asset Protection Planner
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Certified Financial Planner
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Certified Public Accountant
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Personal Financial Specialist
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Veterans Accredited Agent
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Experience
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Self-employed
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Oakwood, GA
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CPA, CFP, PFS
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Jul 1978 - Present
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Oakwood, GA
We Have Been Shining Light On Opportunities For Over Thirty Five Years. Always Putting The Client's Interest First. We Offer Various Types Of Planning Not Limited To: Tax, Estate, Veterans And Medicaid Along With Asset Protection. Our Clients Receive Expert Advice For Their Individual Situati...
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Education
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1972 - 1975Georgia State University
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1969 - 1971The University of Georgia
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1967 - 1969Young Harris College
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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