Wealth Management Advisor Lara, Shull & May, LLC
7600 Leesburg Pike
Suite 120 East
Falls Church VA 22043
703-462-2573 Office
703-975-7837 Cell
703-827-2314 Fax
ccongdon@lsmfinancial.com Return to the team
Curtis Congdon is a comprehensive advisor who considers his level of responsibility to his clients that of a "personal CFO". Working with successful individuals and families who seek personalized financial advice, Curtis strives to be a "trusted resource" focused on providing customized solutions suitable to clients unique needs.
Curtis believes strongly that a team approach is crucial to achieving proper wealth management. Leveraging the broad expertise and resources at Lara, Shull and May, LLC, he strives to provide guidance in retirement, college education, business and investment planning.
In February 2009 Curtis joined Lara, Shull & May following nearly four years as a financial advisor at Ameriprise Financial. A graduate of James Madison University with a B.B.A. Business and concentration in Finance, Curtis is also a graduate of Georgetown University School of Continuing Studies, from which he earned an Executive Certificate in Financial Planning. Additionally, Curtis holds Series 7, Series 66, Life and Health Insurance licenses, and is a Chartered Retirement Planning Counselor® and a Certified Financial Planner®.
Curtis is a native of Great Barrington, Massachusetts with strong ties to the Berkshires and the greater Washington DC area. Curtis and his wife, Jennifer, live in Centreville, Virginia with their beagle, Kylie.
For information on the CRPC designation visit www.cffpinfo.com.
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