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Scott Curtis

Advisor Image
Scott Curtis
Financial Advisor
.
CFP®, FIC
Part of the Capitol Region Group practice
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

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Life insurance may be an important resource for your small business. It can help secure your loved ones' financial futures, provide a clear succession plan and protect your business from financial harm. Learn more about how life insurance can help protect your small business: https://bit.ly/4ds6lgB
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Future you is giving you a high five.​ Getting life insurance in your 20s may help you lock in lower premiums and build financial protection early for your loved ones.​ Let's make life insurance make sense for your finances now and in the future.​ See thrivent.com/social for important disclosures.
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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
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.