BACKGROUND
& EXPERIENCE

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 fiancĂ©e 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

Retirement Plan Consultant

 

chad.curtis@crossplans.com

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

23041 Avenida de la Carlota, Suite 300

Laguna Hills, CA 92653

714.210.4164 

949.387.0611 Fax

info@crossplans.com