Curtis Shirey

About Curtis Shirey

Passionate about financial empowerment, dedicated to community service. Growing up…

Experience

1. Founder, CEO

   Aspasia Wealth Management

   Jul 2021 — Present

   Aspasia Wealth Management is a BIPOC-owned financial planning firm based in Portland, working with clients across the country.We’re here to make financial advice more inclusive, less intimidating, and actually useful—no jargon, no wealth barriers, and no pressure to already have it all figured out.Whether you\'re navigating a job change, planning for a family, trying to build wealth while paying down debt, or just want a smarter way to manage your money—we help you get clear on what matters and build a plan that fits your life.Our services include retirement planning, investing, tax strategy, estate planning, insurance, and more—delivered in plain language and always centered on your goals.At Aspasia, we believe financial advice should be practical, personal, and accessible. Because real wealth is about freedom—not just your net worth.Securities and advisory services offered through LPL Financial, a registered investment advisor; Member FINRA / SIPC; CRPS™ conferred by College for Financial Planning; The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed; No offers may be made or accepted from any resident of any other state; Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.

Education

• Lewis and Clark College

  Bachelor of Arts (B.A.), Psychology and Rhetoric & Media Studies Double Major

  2011 — 2015