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Kim Curtis

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Biographical Info

Kim Curtis is the bestselling author of Money Secrets: Keys to Smart Investing. She is a nationally recognized wealth management advisor and President and CEO of Wealth Legacy Institute. Ms. Curtis’ groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning, winning the Editor’s Choice award. She has been profiled in several publications including the Wall Street Journal. Kim has attained numerous professional designations and been recognized by the financial planning industry as having achieved the highest level of competence and expertise.

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