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Team

Curt Pearsall

CFP® | Lead Advisor

Results-drive, analytical professional. Proud father, devoted sports fan and historical documentary enthusiast.

Curt Pearsall, CFP, Lead Financial Advisor: A man with short black hair wearing a blue button down standing near a cubicle wall in the office. company headshot photo.

Lead Advisor motivated by helping others navigate their financial journey and achieve success.

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.

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Education
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Series 65 Licensed Financial Professional
  • Bachelor of Science, Siena College

Community Service
  • Connect Ed – Board Member

Beneath the Surface

Claim to Fame

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

Enjoys

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

Family

Curt lives with his wife Courtney, and their two children: Landon and Kaylee in Whitesboro, NY.

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

Babe Ruth