Due to my competitive nature, I began saving for retirement at 21 years old. My approach has always focused on being self-sufficient so that I'm not depending on the government or becoming a burden to my family. As a deep-rooted type 8 enneagram, I strive to find ways to help improve the lives of others and my community.
In 2015, I received a devastating call notifying me that my brother, only 33 years old, was killed after the largest earthquake in over 100 years triggered an avalanche on Mount Everest. Focused on the summit, my brother had not prepared his finances for this tragic possibility. My role became the point person to help with finances, charity outreach, legacy planning and overall wellbeing for our family. When I became a financial advisor, this experience fueled my mission and commitment to partner with you and your family for generations.
Most of my clients are professional women who have recently become responsible for managing their money on their own. While they are intelligent women, they often lack the experience and confidence to make smart financial decisions.
It doesn't seem to matter how these women were referred to me, they typically share the same three concerns:
• Am I saving enough for retirement?
• When do I start taking social security?
• How do I leave a legacy for my family?
As your family advisor, I will help you by:
• Understanding what is most important to you
• Using an established process to build personalized strategies
• Partnering together throughout your life to help keep you on track
My husband, John, and I have two boys, Lincoln and Henry. Together, we love cheering for the St. Louis Cardinals and New England Patriots (now Bucs!), traveling and spending time at the lake. We look forward to experiencing our family bucket list to visit places like Mount Rushmore, Dubai and Africa!
I'm always looking to grow my network. Feel free to connect via LinkedIn or contact me directly at [email protected].
- Estate & Legacy Strategies
- Wealth Strategies
- Divorce Finances
- Business Retirement Plans
- Retirement Income Strategies
- Charitable Giving
My Personal Interests
- Scuba Diving
Phone NumberTricia F Curreri at (501) 228-8868
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