Curtis L. Bunch Jr. focuses on implementing a planning and wealth management process into his clients lives. Curtis began his career in the financial services industry in 1999 with Smith Barney/Morgan Stanley. He has over 20 years of experience in helping clients achieve their personal financial goals.
Curtis is a CERTIFIED FINANCIAL PLANNER™, CFP® professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and holds the CERTIFIED PLAN FIDUCIARY ADVISOR, CPFA® designation. Curtis received his Bachelor of Science degree in Business Administration with a concentration in Marketing from San Francisco State University and his Associates in Arts degree in Business Administration from College of San Mateo. He is formerly a member of the San Mateo Chamber of Commerce and is active in the community primarily by volunteering his time with local youth sports organizations.
Curtis works closely with clients accountants, estate attorneys, and other financial professionals to help assure that clients have an integrated wealth management plan.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
