Working With Professional Athletes

Professional athletes have very unique financial needs.  Often athletes come into money quickly with big contracts and endorsement deals. There can be pressure to support friends and family. While helping loved ones may be a priority, thoughtful planning and sound financial decision making can go a long way to ensure your family's long-term success. 

AAA NFL combine_452x632.pngThe years you play today will most likely define your future. Our Envision® planning process helps athletes know exactly where you stand now, tomorrow, and in the years to come.  It’s a personalized approach that puts your financial picture in focus. Together, we will work to address your life expectations, decide on an appropriate investment strategy, track your progress, and rethink your approach whenever necessary.


Working With a CFP® Professional

As a qualified financial advisor, Edward J. Curley, Managing Director – Branch Manager, CERTIFIED FINANCIAL PLANNERTM (CFP®) professional and MBA, has demonstrated skills in analyzing and developing personal long-term financial strategies.

As a CFP® professional, Edward has completed hundreds of hours of rigorous financial planning courses learning advanced techniques in applying financial planning knowledge in an integrated format. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planning Board of Standards. The exam covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance.

CCC Ed football player photo.jpgAs a CFP® practitioner, Edward abides by a strict code of professional conduct, know as the CFP® Board’s Code of Ethics and Standards of Conduct which sets forth the ethical standards for CFP® professionals.

Certified Financial Planning Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP®, which it awards to individuals who successfully complete initial and ongoing certification requirements.