Cole Curtis

As an Associate Advisor at Blattel & Associates, I analyze client information to discover planning opportunities for our clients. This process incorporates many areas of financial planning, including forecasting cash flows and identifying important client information by categorizing, estimating, recognizing differences or similarities, and detecting changes in circumstances or events in the relationships and the data presented by our clients. I specialize in creating retirement plans, which include analyzing Roth conversion potential and tax efficiency and maximizing cash flow.

I have served in the financial services industry for over 4 years. Prior to working with Blattel & Associates, I worked for both Presidio Capital Management and Pacific Capital Resource Group. Over the course of working in the industry, I have obtained the Series 7 and 66 securities licenses. I have also received the Chartered Retirement Planning Counselor (CRPC®) and the Chartered Retirement Plans Specialist (CRPS®) designations to further my expertise in retirement planning and wealth management. Before beginning my career, I graduated from Gonzaga University with a Bachelor of Science in Economics. Personally, I believe that your life and goals should determine your financial plan – not the other way around. Finding and discovering what clients want to do and then creating a financial plan to support those goals is my role as a financial guide.

I currently live in Cambridge, UK. Being in the United Kingdom, I find being surrounded by so much history and education to be an inspiration to continue learning from the past and educating myself to improve the future. I am also actively involved in a number of volunteer organizations, including Habitat for Humanity, the World Sustainable Finance Association, and the Harvard Extension School Environmental Club. When I have spare time, I enjoy skiing, restoring and racing cars, playing tennis, and spending quality time with my family and friends.