Curtis Krietzberg, CFA, MBA

Curtis Krietzberg, CFA, MBA, a comprehensive investment professional with more than 30 years of experience, works closely with wealthy individuals to help them pursue their financial goals. Curtis founded Krietzberg Wealth Management in 2005 with his brother, David, to help educate personal and corporate clients so that they can make confident financial decisions. Curtis believes a client’s experience should include a focus on the client’s specific goals coupled with comprehensive and custom planning and investment strategies, as no two clients are alike. Curtis is also the Director of Investments here at Krietzberg Wealth Management, as he earned 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.

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. He was with Lincoln Financial Advisors until starting Krietzberg Wealth Management in 2005.

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. He is an avid musician, playing classical and jazz piano, and is also the keyboard player for a Jersey Shore rock band.

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