Curtis Brady

About Curtis Brady

Curtis Brady is a Financial Planner with MassMutual Greater Houston. He enjoys being with his friends and family, playing golf and watching sports on TV.Curtis’ path towards becoming a Financial Planner began when he was just 10 years old. He started to watch Squawk Box on CNBC every morning before school with his father and it quickly became his dream to work in Finance. He became fascinated by this new world that had been opened to him and strived to learn as much as he could about it.To help him accomplish that dream to work in finance, he decided to major in Finance at the University of Alabama and received his Bachelor of Science in Commerce and Business Administration focused on Finance. Curtis is motivated by his passion to help others feel secure about their financial futures and help them achieve their financial goals. Because of this, he applies an individualized comprehensive approach to planning a client’s financial future. This process enables Curtis to carve out a clear path to assist his client’s in meeting their financial goals. His goal in the planning process is to create a fun, exciting and unique experience with clients when developing personalized financial strategies.Curtis holds the following licenses: FINRA Series 7, FINRA Series 66, Group 1 Life and Health License.

Experience

1. Financial Planner

   Strategic Financial Group, Llp

   Jan 2022 — Present · Houston, TX, US

Education

• The University of Alabama

  Finance and Financial Management Services

  2016 — 2020