Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Curtis L. Bunch Jr. joined The Virnoche Group in 2009 and focuses on implementing our planning and wealth management process into clients lives. Curtis began his career in the financial services industry in 1999 with Smith Barney. He has over fifteen years of experience in helping clients achieve their personal financial goals.
Curtis is a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Curtis received his Bachelor of Science degree in Business Administration with a concentration in Marketing from San Francisco State University and his Associates in Arts degree in Business Administration from College of San Mateo. He is currently a member of the San Mateo Chamber of Commerce and is active in the community.
Curtis works closely with accountants, estate attorneys, and other financial professionals to help assure that clients have an integrated wealth management plan.
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*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The Certified Plan Fiduciary Advisor (CPFA) credential — developed by some of the nation’s leading advisors and retirement plan experts — demonstrates an Advisor's knowledge and commitment to working with retirement plans.
College of San Mateo
San Francisco State University
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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