34530 Bob Hope Drive, Suite A
Rancho Mirage, CA 92270
Curtis R. Green brings his passion for family to his work with clients, helping them design a financial plan with a goal to support their families for generations to come. Curtis guides clients about how to pursue wealth to enjoy during their lifetime and aim to leave a legacy for their children, grandchildren, and the causes and organizations that are important to them.
By learning about clients’ history, philosophy and goals, Curtis develops a deep understanding of each person’s needs before creating a customized plan to steer them toward their objectives. Using a very collaborative process, he seeks to inspire clients to pursue true wealth through education, communication and service.
After 16 years at Edward Jones and becoming a general partner, Curtis joined Cornerstone Wealth Management in 2016 to provide personalized guidance to clients as an independent advisor. His most rewarding moments are getting to see clients retire, pay for a child’s college education or share their wealth through a legacy that aims to continue for many years.
Curtis holds the Accredited Asset Management SpecialistSM designation, which is granted by the College of Financial Planning for advanced study in investments, insurance, tax, retirement and estate planning issues. Curtis graduated with his bachelor’s degree from the University of Oklahoma and his master’s degree from Emporia State University.
Curtis donates his time to various organizations, profit and non-profit. He was recently elected to the Board at the Springs Country Club.
Originally from Oklahoma, Curtis has called California home for nearly 30 years. He lives there with his wife, Susie, who is a personal trainer and his motivation to stay in shape. Over the past 12 years, he has run seven marathons and enjoys the challenge of playing golf, though is still working to perfect his game. Curtis has been the club champion at The Springs Country Club the past four years.
Curtis Green is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC.