Patrick Stimson, CFP®

Partner, Wealth Advisor

Denver

Joined Curi RMB Capital

January 2014

Education

BBA in Finance, Western Michigan University

Accreditations

CERTIFIED FINANCIAL PLANNER™

Affiliations

Financial Planning Association, Member

Previous Experience

Ameriprise Financial, Inc., Financial Planning Analyst/Paraplanner, Financial Advisor Assistant

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.