Log in
Log in
Skip to main content
Advisor Image

Scott Curtis

Advisor Image
Scott Curtis
Financial Advisor
.
CFP®, FIC
Part of the Capitol Region Group practice
3 Werner Way Ste 220
Lebanon, NJ 08833
Higher Education Planning
Charitable Giving /Philanthropy
Estate Planning
Tax Efficient Planning
Retirement Planning
About Scott Curtis
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
Education & Accomplishments
  • CFP® (Certified Financial Planner®), a certification granted
    by CFP Board, Washington, D.C. Awarded July 31, 2008.
  • B.A.degree, Gettysburg College
  • FINRA Series 07 General Securities Representative
  • FINRA Series 66 Uniform Combined State Law
  • Life & Health Insurance Licenses
My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Fraternal Insurance Counselor
  • Series 7 - General Securities Representative
My state licenses
  • California(Insurance Lic. #0H60279)
  • Delaware
  • Florida
  • Georgia
  • Maine
  • Massachusetts
  • Missouri
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Washington

Insights

View all 
Insight image
Can you check off any of these boxes? ✅ Loved ones depend on you for income ✅ Don’t want to pass large debts onto others ✅ Want to leave a legacy If you checked any of the boxes, you should consider how life insurance can help you protect what’s most important to you: https://bit.ly/47eNLJh
Insight image
Life changes. Your protection can adapt.​ A term-to-permanent life insurance conversion is simple to do and may offer:​ • Lifelong coverage (as long as premiums are paid)​ • Potential cash value accumulation • More flexibility as your needs change Have questions about how a term-to-perm conversion works and may affect your premium amount or coverage? Let’s talk.​ See thrivent.com/social for important disclosures.​ This contract has exclusions, limitations and terms under which the benefits may be reduced, or the contract may be discontinued. For costs and complete details of coverage, contact your licensed insurance agent/producer.​
Insight image
A few other truths about life insurance: - It can be more affordable than a lot of people think. - Your work policy probably isn’t enough on its own. - Some types offer other benefits and tax advantages. See thrivent.com/social for important disclosures.
Office location
Office Location
Lebanon Location
3 Werner Way Ste 220
Lebanon, NJ 08833
Phone908-840-4527Fax877-379-8454Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.