Our Company

SEC Registered

$M
AUM as of 12/31/2021

Independent

%
Owned in Santa Barbara, CA

Serving

+
Households in 10 States

We believe everyone deserves to have competent advice and a clear plan to help them achieve their goals.

When families and small business owners wonder if they have enough or are doing enough to retire with confidence, Curtis Advisory provides clear financial advice to help them grow, manage and live off their investments.

Our Lead Advisory Team

Ryan

Ryan E. Curtis

Ryan E. Curtis is the Principal and Founding Partner of 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:

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

Josh

Joshua D. Hayes, CFP®

Josh has been in financial services since January 2009 after graduating from UC Santa Barbara with a BA in Sociology. He is a Partner and Lead Advisor at Curtis Advisory.

Josh and his wife, Kelsey, have three kids, Elliott, Sawyer and Caleb. He enjoys surfing, going to Angels baseball games, and woodworking.

With a focus on financial planning, Josh is passionate about helping clients discover their goals, overcome obstacles, and execute a plan for financial success. He is a CERTIFIED FINANCIAL PLANNER™ professional.

Josh is currently licensed as a:

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

Ryan