Our Company

SEC Registered

Over $M
Assets Under Mangement

Independent

%
Owned in Santa Barbara, CA

Fiduciary Advisor

%
Client Focused

Curtis Advisory Group, LLC is boutique wealth management firm located in Santa Barbara. We are focused on serving families and business owners who value having an independent and objective investment advisor to help them navigate the many financial decisions that must be made over a lifetime.

We work with each client’s current advisors or introduce new relationships as needed. A good plan is just the first step, we help our clients implement their plans in a disciplined and ongoing process.

Our Advisory Team

Ryan

Ryan E. Curtis

Ryan E. Curtis is the founder of the Curtis Advisory Group, LLC. He has worked in the financial services industry for over 20 years. He has worked closely with bankers, trust officers, mortgage consultants, and many other specialists to help create comprehensive financial solutions for clients.

Ryan was raised in Santa Barbara and graduated from Westmont College in 1996 with a BA in Economics & Business. Ryan is married to his high school sweetheart Kim and now has two boys, Patrick and Will. Ryan enjoys surfing, sailing, squash, and dabbles in making sushi.

Ryan is currently licensed as a:

Registered Investment Advisor
Life & Health Insurance Agent CA Insurance License #OC10191
Real Estate Agent CBRE #01873883

Josh

Joshua D. Hayes

Josh has been in the financial services industry since January 2009 after graduating from UCSB with a Bachelor’s in Sociology. He started at a local firm in Santa Barbara and worked there for almost 10 years before signing on with Curtis Advisory Group.

Josh is passionate about helping clients discover their needs and goals and create a plan for financial success. He is currently studying to become a Certified Financial Planner.

Josh is currently licensed as a:

Registered Investment Advisor
Life & Health Insurance Agent CA Insurance License #0J24817