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Curtis S
CFP®, Series 63, Series 65
Allentown, PA
Silver Oak Securities, Incorporated
Curtis Stoltzfus is a CFP® with 30 years of industry experience, currently affiliated with Silver Oak Securities, Incorporated since 2023. His prior roles include positions at Sevenoneseven Capital Management, American Portfolios Financial Services, Inc., and Ambassador Advisors, LLC. Stoltzfus also owns Stoltzfus Financial, an insurance sales business, and Stoltzfus Advisory, a fee-based financial planning firm. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals.
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