Matt Curtis, CRPC®

Supporter
DISC Type : s

Owner/Founder at Matt Curtis Financial--Federal Retirement Planning

Sacramento, California, United States

Overview

Matt Curtis is the owner and founder of Matt Curtis Financial, an independent advisory firm in Sacramento. A Chartered Retirement Planning Counselor and a graduate of California State University-Sacramento, he specializes in helping federal employees navigate their complex retirement benefits, drawing on over a decade of experience in financial services.

He is a retired Deputy Sheriff from Sacramento County, a personal experience that fueled his passion for financial planning. This unique background provides him with firsthand knowledge of government retirement systems. His interests include staying informed on organizations like CalPERS and the U.S. Secret Service.

His own confusing and frustrating experience retiring from a government job inspired him to build a career helping others in similar situations.

Personality Overview

Thoughtful In Approach

Procedural

Slow To Decisions

They are motivated by the potential impact of their decision on the organization.  They are unlikely to become strong champions as they don't prefer pushing other people. They maintain good relationships with everyone, internally and externally.

Topics They Care About

Federal Retirement
He has dedicated his career to helping federal government workers understand their benefits and prepare for retirement.
Financial Education
Offers free webinars and seminars to educate federal employees, demonstrating a commitment to empowering clients with knowledge.
TSP Management
Frequently posts content on Thrift Savings Plan (TSP) strategies, such as market updates and how to become a TSP millionaire.

Media Appearances

Matt has no verified media appearances

Work History

2-2025
Owner/Founder at Matt Curtis Financial--Federal Retirement Planning
1-2016
Founder/Advisor at Alpha Retirement Wealth
2-2015 - 2-2018
Area Manager/Investment Advisor at Asurea
1-2014 - 1-2015
Senior Investment Advisor at Springer Financial Advisors
2011 - 1-2014
Life Agent at Asurea Insurance Services

Education

2018 - 2019
Chartered Retirement Planning Counselor from College for Financial Planning
1992 - 1995
Bachelor of Arts (B.A.) from California State University-Sacramento

More Information

Social Presence :

Prographics :

Exp : 26 Location : Sacramento, California, United States Job Level : N/A Designation : Owner/Founder at Matt Curtis Financial--Federal Retirement Planning
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Insights For Selling To Matt

During A Call Or A Meeting

DO's

  • Talk about refund and cancellation policy if the need arises
  • Use phrases like ‘others say that’, ‘zero risk in’, ‘seen proof of’ etc.
  • Engage other key stakeholders on their side and leverage if they approve of your product

DONT's

  • Don’t keep pushing them for a straight answer, just make your own conclusions
  • Don’t use phrases like ‘there might be’, ‘we haven’t yet’, ‘latest technology’ etc.
  • Avoid saying anything that sounds like a risky proposition

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Matt is

  • Low risk, approval of other stakeholders and successful process-based evaluation are most important for them.
  • Will you ever get a clear answer from Matt

  • They don’t say no very often, and can take you around in circles sometimes.

Insights For Deal Planning

    How fast (or slow) will Matt move?

  • They do not like to rush, so they could be slow in making decisions.
  • Can Matt take some risk or not?

  • They have little risk-appetite and prefer to take decisions that others support.

You And Matt

Personality Compatibility


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