Curtis Fay is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Certified Plan Fiduciary Advisor with Cetera Wealth Services, LLC. Curtis has dedicated his career to helping clients identify priorities and assist with asset and income protection for themselves as well as their families by evaluating where they are and then moving forward with a plan and a purpose. He believes every person deserves sincere help with their unique situations which address their goals and concerns.
Curtis prides himself as a lifelong learner and continues to participate in many opportunities to maintain a leading intellectual competitive advantage to work collaboratively with his clients to prioritize needs, wants, and wishes while striving to implement and manage a workable plan which fits each client’s family dynamics and unique circumstances.
After graduation from Shippensburg University with a Bachelor of Science degree in Business Administration and Marketing in 2004, Curtis went on to help constituents in the 23rd State Senatorial District of PA as a Constituent Services Representative before making the transition into Financial Planning in 2012. Curtis is also a Compliance Associate responsible for oversight and auditing accounts to maintain adherence with state and federal regulations. Curtis resides in So Williamsport, PA with his wife and children.
Curtis is an Investment Advisor Representative with Cetera Investment Advisers LLC., with FINRA Series 7, 24, 66 securities registrations. He also holds Life, Health and Disability insurance licenses.