Charles P. Curtis, CFP®, CIMA® in

Charles P. Curtis, CFP®, CIMA®

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Managing Partner and Registered Principal at Fulfillment Wealth Management
📍 Greater Phoenix Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
17 Years
Current Role
Managing Partner and Registered Principal
Job Level
Mid-senior
Location
Greater Phoenix Area, United States
Personality Overview

How Charles shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Charles cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

4-2018
Managing Partner and Registered Principal
Fulfillment Wealth Management
2-2010 - 4-2018
Financial Advisor
Wells Fargo Advisors
5-2009 - 2-2010
Financial Advisor
Waddell & Reed
8-2008 - 5-2009
Assistant Resident Director
Colorado Christian University
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2020
Certified Investment Management Analyst Certification®
Yale School of Management
2016 - 2019
Master of Investment Management and Financial Analysis
Creighton University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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