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Chad has worked in the pension industry since 2011 and has worked at CrossPlans since 2014.


He is currently a QKA and is working towards become a QPA, increasing his knowledge in the retirement industry. 


Chad and his fiancée Michelle are planning their nuptials for 2020, together they love to travel and  just bought a new house in Rancho Mission Viejo. 

Chad Curtis, QKA

Senior Retirement Plan Consultant and Firm Technology Leader

714-210-4164 ext. 806 Voice

714-975-9354 Direct

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Oh. Hey, how come people don't have dip for dinner? Why is it only a snack, why can't it be a meal, you know? I don't understand stuff like that.

- David Puddy

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