Curt Spinney, CFP® RICP®

Curt Spinney, CFP® RICP®

Financial Advisor

I am proud to serve my clients as their lead financial advisor through transparency, extensive expertise, and a dedication to my clients' well-being.

In our work together, I consistently communicate, am flexible according to your schedule, and I focus on follow-through. Through

open dialogue, I share my extensive knowledge which allows you to be educated and involved in the process. The real benefit in working

together is knowing it is my mission to help you find more enjoyment in your life. I will focus on helping you protect your financial future so

you can gain more stability in making decisions. 

I earned my bachelor’s degree in Computer Systems from the Rochester Institute of Technology and two Masters Degrees in

Operations Management and Manufacturing Engineering from NYU Polytechnic School of Engineering. Before calling Apogee Financial

Partners home, I had a prominent career as an Information Technology Professional and Manager. My desire to become a

professional in the financial services industry grew when I saw family members and friends suffer financial hardships that could have been

prevented or minimized through proper planning. I hold the distinction of being a board Certified Financial Planner, CFP®, and a

Retirement Income Certified Professional, RICP®. Some notable accomplishments include my recognition as Apogee Financial Partners' Rookie of the Year in 2012, becoming a six-time qualifier for Presidents Club, and a 2016 qualifier in the Premier

Producer Group. In 2016, 2017 and 2018, I was our firm’s lives leader.  Due to my commitment to community service, in 2016, I was the

recipient of Apogee Financial Partner's Bill W. Hartman Flame of Excellence Award.

I volunteer as a crew leader for the Kennesaw Mountain Trail Club in my free time. For more than nineteen years, my wife, Janet, and I have resided in Marietta, Georgia. My hobbies include scuba diving, hiking and spending quality time with family and friends.

 

Curt Spinney is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in Georgia. Curt is insurance licensed in Georgia.

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

*Presidents Club, Rookie of the year, and Premier Producer group are based on sales criteria.