Kelsey Curtis, CFP®

Vice President, Advisor

Kirkland, Washington

Contact Kelsey

Kelsey Curtis is a Vice President, Wealth Advisor who works with individuals, families, and business owners on comprehensive financial planning. She has experience serving real estate professionals, technology professionals, and business owners. Kelsey focuses on coordinating planning strategies with the broader team of professionals supporting each client.
Kelsey brings experience from multiple RIA environments and spent the last four years building her own practice. During that time, she developed a network of professional contacts to support a more holistic experience for real estate and business owner clients. Kelsey earned a bachelor’s degree in Secondary Education with concentrations in History and English, along with a master’s degree in educational administration. She is also a CFP® professional.
Kelsey was drawn to financial planning by a desire to help people in a practical and meaningful way. Her background in education continues to shape how she works with clients, helping them understand financial concepts and making informed decisions with greater confidence.
Outside of work, Kelsey enjoys playing soccer, hiking, and snowboarding. She also spends plenty of time with her dog, Noodles, and is actively involved in Kirkland Chamber events and other local community groups.