Curtis Advisory Group, LLC

Joshua Hayes is a CFP® professional with 15 years of experience in financial advising. He has worked at Curtis Advisory Group, LLC since 2018 and previously held roles at Centaurus Financial, Inc and Tremblay Financial. Outside of his advisory work, he owns and operates a debt-management business aimed at helping customers manage and eliminate debt. Curtis Advisory Group serves individual and high-net-worth clients, as well as pension and employee benefit plans, providing portfolio management, financial planning, pension consulting, and a subscription securities-rating service. The firm manages approximately $485 million in assets across three advisors, using tailored investment policies and both discretionary and non-discretionary advisory programs.

Ryan Curtis is a financial advisor at Curtis Advisory Group, LLC in Santa Barbara, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Curtis Advisory Group since 2009, working alongside two other advisors. Curtis Advisory Group serves individual and high-net-worth clients as well as pension and employee benefit plans, providing portfolio management, financial planning, pension consulting, and a subscription securities-rating service. The firm manages approximately $485 million in assets, offering both discretionary and non-discretionary advisory programs tailored through interviews and written investment policy statements.

David Given is a financial advisor at Curtis Advisory Group, LLC with a Series 65 designation and two years of industry experience. Prior to joining Curtis Advisory Group, he worked for 15 years at Davies Public Affairs. He also occasionally provides graphic design and presentation services for public affairs professionals in the energy and real estate sectors. Curtis Advisory Group serves individual and high-net-worth clients as well as pension and employee benefit plans, offering portfolio management, financial planning, pension consulting, and investment oversight. The firm manages approximately $485 million in client assets across three advisors, using tailored investment strategies that include discretionary and non-discretionary programs and a mix of model allocations, custom solutions, and third-party managers.