Taylor Curtius

Taylor Curtius, CFP®, is currently a Vice President and Wealth Planner at Fidelity Investments, where they are dedicated to helping clients achieve their long-term financial goals. Taylor has previous experience as a Financial Consultant and Investment Consultant at Fidelity Investments, as well as roles as a Financial Advisor at Personal Capital and Edward Jones. They also served as a Financial Services Professional at New York Life Insurance Company and held positions at JPMorgan Chase & Co. after earning a BA in Business Administration with a Concentration in Finance, Investments, and Insurance from California State University-Fullerton. Taylor is passionate about understanding clients' needs and partnering with them to create effective retirement strategies.