Curtis Krietzberg, CFA, MBA

Curtis Krietzberg, CFA, MBA, a comprehensive investment professional with close to 30 years of experience, works closely with wealthy individuals to help them pursue their financial goals. Curtis enhanced his investment expertise by earning the Chartered Financial Analyst (CFA) designation in 1999. The CFA designation demonstrates a balanced approach to investments, academic discipline, and a practical experience that is well-regarded in the investment industry.

In 2005, Curtis joined with his brother David to create Krietzberg Wealth Management, with a focus on providing comprehensive planning and investment strategies to both personal and corporate clients. Curtis began his investment career at Merrill Lynch, where as a Vice President and Quantitative Equity Analyst he spent a decade developing and researching investment products. He then moved on to Lincoln Financial Advisors as the Regional Director of Investments, where he helped create firm-wide investment policies and worked closely with financial planners to apply his investment expertise to high-net-worth clients in the areas of asset allocation, portfolio construction, portfolio analytics, and implementation. 

When Curtis is not helping his clients seek to preserve their financial assets for their families, he enjoys spending time with his wife Trish, who also happens to be the Practice Manager at Krietzberg Wealth Management, and their three grown children.

What is a Chartered Financial Analyst (CFA®)

The Chartered Financial Analyst (CFA®) designation is known as an investment professional credential demonstrating superior competency in advanced portfolio management, financial expertise, and technical skills. In addition, all CFA charter holders are held to a stringent Code of Ethics and Standards of Professional Conduct. Click to read the full CFA Code of Ethics.

Please click here to read the full CFA: Code of Ethics