Patrick Stimson

Patrick Stimson, CFP®

Partner, Wealth Advisor
Denver

Joined Curi Capital

January 2014

Education

  • BBA in Finance, Western Michigan University

Accreditations

  • CERTIFIED FINANCIAL PLANNER™

Affiliations

  • Financial Planning Association, Member

Previous Experience

  • Ameriprise Financial, Inc., Financial Planning Analyst/Paraplanner, Financial Advisor Assistant
  • Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.