Curt Pearsall, CFP®
Lead Advisor
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
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Claim to Fame
Known for creating PowerPoint presentations, Excel spreadsheets and agendas for family meetings and events.
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Enjoys
Traveling with his wife and kids, telling terrible Dad jokes, being a huge Mets fan, tournament brackets and watching shows about history.
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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