Curtis A Smith, CFP®
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  • Sugar Land, TX
  • United States
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Curtis A Smith, CFP®'s Friends

  • Louis Sokol
  • Steve Palmer
  • Dan Fries
  • Jay Miller
  • Travis Skweres
  • Mike Freeman
  • John Wedergren
  • Martin G Meyer, CPB
  • Louis Sokol
  • Eric Standlee

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Profile Information

How did you hear about this site InHouston?
Member on Linkedin.
Fee-Only Comprehensive Financial Planning
Niche (Services/Products your company provides:)
Comprehensive Financial Planning and Investment Management
About Me:
My passion is improving lives.
City, State
Sugar Land, TX
Area of Houston
Open Networker?
not sure
Servant Leader, Give It First Networker?
not sure
Have Attended Live InHouston Netweaving Events (ever):
Perfect Client
One who has serious goals to achieve and desires to live an ideal life.
Target Market(s)
Small Business Owners, Dentists, Physicians, Corporate managers, retirees
Urgent Needs and Compelling Desires of Target Market(s)
Delegate those functions that are not their highest and best use of their time.
Opportunities said Target Market(s) would love to invest in
Invest time to really think about the direction of their life and their families future
Benefits of investible opportunities to Target Market(s)
Inner peace and improved profitability
"Other interests" (Traveling, wine, books, etc...):
Travel, Photography, College Sports
What does your company do to focus on its purpose?
Plan and implement

Comment Wall (6 comments)

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At 3:27pm on February 4, 2011, Jennifer Fisher said…
Happy Birthday, and may all the wishes and dreams you dream today turn to reality.
At 9:48am on February 3, 2011, Dianne Gilbert said…

Happy Birthday Curtis!  You’re not getting older, just gaining more experience! 

May all your experiences this next year be positive and enjoyable.

Have a fantastic day full of celebration and happiness!

At 8:49pm on February 4, 2010, Lyndsey S said…
Happy Birthday Curtis!
At 9:32am on February 4, 2010, Jennifer Fisher said…
Happy Birthday. May it be filled with joy, laughter, good friends and good wishes.
At 12:06am on February 3, 2010, Dianne Gilbert said…
Happy Birthday Curtis! May tomorrow be celebrated with happiness and laughter and may 2010 be blessed with prosperity!
At 12:42pm on March 9, 2009,
Featured Member
Martin G Meyer, CPB
Hello Curtis and welcome to our growing community, and be sure to check out the Southwest Group on InHouston, and also check out our website.


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