Matt Curtis, CRPC® in

Matt Curtis, CRPC®

Supporter · DISC type s
Owner/Founder at Matt Curtis Financial--Federal Retirement Planning
📍 Sacramento, California, United States

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.

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Experience
26 Years
Current Role
Owner/Founder
Location
Sacramento, California, United States
Personality Overview

How Matt shows up

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.

Priorities

Topics Matt cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2018 - 2019
Chartered Retirement Planning Counselor
College for Financial Planning
1992 - 1995
Bachelor of Arts (B.A.)
California State University-Sacramento
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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