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Curtis H

CFP®, Series 63

Corona Del Mar, CA

Cambridge Investment Research Advisors

Curtis Harris is a CFP® professional with 31 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2008. Outside of his advisory role, he is involved with a network of independent financial professionals serving physicians and holds additional advisory and insurance-related positions. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of services such as financial planning, investment management, and retirement plan advisories through a network of independent Financial Professionals, utilizing both proprietary and third-party investment strategies across multiple platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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