Curtis Divona

Curtis’ introduction to the RIA industry was at the tail end of his time at San Diego State University where he earned a degree in Finance. He knew instantly the RIA model was special when he heard it. Believing it to be superior model for clients in the financial advisory/planning space, he wanted to contribute. Curtis pursued contributing to the RIA channel through his work on TD Ameritrade’s institutional platform. A few early roles further built his foundational understanding of the RIA channel before taking a director role leading service and operational support for RIAs. His primary focuses were developing others and building scale and efficiency with RIAs and their custodian. He views the RIA/custodian relationship as a partnership with much alignment and a universal, client-first mentality. This philosophy was used as the baseline to develop talent. This is where he spent most of his tenure before joining EP Wealth Advisors in the Fall of 2021. Outside of his career passion, he plays golf once a weekend, but his true passion is spending time doing anything with his wife Haley and their young daughter Reagan.

San Diego State University, Finance