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Wealth Management AdvisorVice President101 SOUTH ELLSWORTH AVENUE
Floor No. 04,
Suite 400SAN MATEO,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Registered Client Associate
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 assure that clients have an integrated wealth management plan.
*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Curtis Bunch is registered to do business in : CA, CO, FL, GA, HI, ID, IL, MA, MI, NC, NV, OR, PA, VA, WA, WI
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