Curtis Ko
- Role
- Senior Vice President - Investment Officer, Senior Financial Advisor at Wells Fargo Advisors
- Location
- Santa Clara, CA, US
- LinkedIn followers
- 500 followers
About Curtis Ko
I am a seasoned financial advisor with over 14 years of experience in investment…
Experience
Senior Vice President - Investment Officer, Senior Financial Advisor
Aug 2010 — Present · CA
I work with a select group of families, business owners and entrepreneurs helping them build, manage, preserve and transition their wealth. This involves a dedicated process of learning and understanding my client\'s individual financial dynamics, then providing unbiased recommendations to help them reach their goals. I work on a team and together we have built a reputation based on integrity and professionalism.
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