Curtis W. Frisch, ChFC® CFP®

CERTIFIED FINANCIAL PLANNER™ Professional with Brimley & Frisch Wealth Management LLC at Savage and Associates
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Contact Information
us****@****om
(386) 825-5501
Location
Findlay, Ohio, United States, US

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Credentials

  • Chartered Financial Consultant (ChFC)
    The American College of Financial Services
    Dec, 2019
    - Nov, 2024
  • Certified Financial Planner (CFP)
    CFP Board
    Aug, 2019
    - Nov, 2024

Experience

  • Savage and Associates
    • Financial Services
    • 100 - 200 Employee
    • CERTIFIED FINANCIAL PLANNER™ Professional with Brimley & Frisch Wealth Management LLC
      • Oct 2018 - Present

  • J.P. Morgan
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Client Advisor
      • May 2016 - Oct 2018

  • JPMorgan Chase & Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Private Client Banker
      • Sep 2013 - May 2016

    • Relationship Banker
      • Oct 2012 - Sep 2013

    • Licensed Personal Banker
      • Jun 2012 - Oct 2012

    • Personal Banker
      • Jun 2011 - Jun 2012

  • Best Buy
    • Retail
    • 700 & Above Employee
    • Geek Squad Agent
      • Jun 2008 - Jul 2011

      I installed electronics ranging from televisions and audio to PC and networking. I also attended the local Great Findlay Inc. as a Best Buy for Business Ambassador. I trained many employees sales rhythm's, product knowledge, and how to simply be a better communicator for their future endeavors. I installed electronics ranging from televisions and audio to PC and networking. I also attended the local Great Findlay Inc. as a Best Buy for Business Ambassador. I trained many employees sales rhythm's, product knowledge, and how to simply be a better communicator for their future endeavors.

  • Mercy Health
    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Physical Therapy Aide
      • Jun 2005 - Jun 2009

      I assisted physical rehabilitation with many acute varieties such as burn, neuro-, vascular, and cardiac.I also transported patients to and from the therapy unit and their rooms. I assisted physical rehabilitation with many acute varieties such as burn, neuro-, vascular, and cardiac.I also transported patients to and from the therapy unit and their rooms.

Education

  • Bowling Green State University
    Bachelor of Applied Science (BASc), Health Services/Allied Health/Health Sciences, General
    2004 - 2010
  • Bryant University
    Financial Planning Certifiate
    2016 - 2018
  • Arcadia High School
    1990 - 2003

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