Joined Curi Capital
June 2024
Education
- BA, International Studies, North Carolina State University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- A&I Wealth Management, Wealth Manager
- Fidelity Investments, Financial Consultant
Bio
As a Wealth Advisor for Curi Capital, Virginia is responsible for creating and managing comprehensive financial plans for successful individuals and their families.
Virginia brings more than a decade of experience in financial services and wealth management, most recently at a boutique firm south of Denver and prior to that at Fidelity Investments.
Her focus includes selecting appropriate investments to match future goals, building retirement income plans, and tactically managing tax strategies and estate plans to help clients best achieve their definition of success.