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Curt Pearsall, CFP®

Associate Advisor

Advisor Team

Results-driven, dependable, and analytical professional who is motivated by helping others navigate their financial journey. A proud father, devoted sports fan, and historical documentary enthusiast.

Background

Curt joined the team in 2022 as an Associate Advisor. He is currently a participant in Strategic’s Advisor Development Program. This program is designed to help professionals develop the critical skills and knowledge necessary to become a successful financial advisor.

Before joining the Strategic team, Curt worked as a Chief Financial Officer in the Not For Profit field. Additionally, he worked with smaller not-for-profits to establish their Finance departments, train incoming Executive positions and assist with the development of best practices. Curt has also worked in both the Insurance and Banking industries.

Credentials

  • Bachelor of Science, Siena College
  • Series 65 Licensed Financial Professional

Beneath the Surface

  • Claim to Fame

    Known for creating PowerPoint presentations, Excel spreadsheets and agendas for family meetings and events.

  • Enjoys

    Traveling with his wife and kids, telling terrible Dad jokes, being a huge Mets fan, tournament brackets and watching shows about history.

  • Family

    Curt lives in Whitesboro with his wife Courtney and children; Landon and Kaylee.

Yesterday’s home runs don’t win today’s games

Babe Ruth