Kristin Curcio

Investment Advisor, Atlanta Advisor Lead

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Kristin Curcio

cristin_kursio

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Kristin Curcio is an investment advisor and the Atlanta Advisor Lead with Capital Investment Advisors (CIA) and has nearly 20 years of experience in the financial services industry. Prior to joining CIA, she worked for Goldman, Sachs & Co. in New York City. There she worked extensively with several divisions of the firm including Private Wealth Management, Sales & Trading, and Investment Research. She also served as a key point person in the U.S. Mergers Leadership Group in the Investment Banking Division. After leaving Goldman, Sachs & Co. in 2004, Kristin went to work for Morgan Stanley where she had many similar responsibilities.

Kristin is focused on helping others achieve their financial planning goals and strives to help every client make sound financial decisions that will prepare them for a happy retirement. Discussing both financial goals and personal retirement goals is important to Kristin for her to best understand the entire scope of each client’s situation. Connecting with her clients and helping them find the best solutions to meet their needs is of utmost importance. Kristin is also a frequent content contributor to www.retiresoonerteam.com. While her articles span several financially related subjects, much of her writing is directed towards women and encouraging greater financial literacy.

A graduate of Agnes Scott College, Kristin loves the Atlanta area. She returned here in 2013 after living in Manhattan and San Francisco for over 15 years.

Kristin has two boys, Jake and Luke. She has a passion for health and fitness and is certified by the Institute of Integrative Nutrition as a health coach. Kristin is also an avid tennis player and served as captain of her college tennis team for four years. With a heart for community service, Kristin has held positions on nearly ten volunteer boards over the past several years. Currently, she is active with her children’s schools and is an involved member of Peachtree Presbyterian Church.

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