125 Half Mile Road, Suite 102
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Curtis Krietzberg, CFA, MBA

Principal

Email Address

Curtis@KrietzbergWealth.com

Curtis Krietzberg, an investment professional with more than 27 years of experience, works closely with wealthy individuals and business owners to help them plan for their future and preserve their wealth.

Curtis, focused on enhancing his investment expertise, earned the Chartered Financial Analyst (CFA) designation in 1999. The internationally recognized CFA designation demonstrates a balanced approach to investments, academic discipline, and a practical experience that is unique in the investment industry. It is known as the designation of professional excellence within the global investment community. Curtis maintains a professional membership with the New York Society of Security Analysts, the largest financial analyst society within the CFA Institute, and serves on its Private Wealth Management Committee.

After having earned his CFA designation, Curtis completed his graduate studies and earned an M.B.A. in Finance from the Rutgers University Graduate School of Management in May of 2000. Together, the CFA designation and the M.B.A. in Finance combine to place Curtis in the position to help his clients make decisions that are well informed. Curtis also attended Rutgers University as an undergraduate and earned his Bachelor of Arts in Economics.

Curtis’ first introduction to Lincoln Financial Advisors began in the year 2000 when he joined the firm as the Director of Investments for Sagemark for the New York/New Jersey Metro Region. In addition to helping create firm-wide investment policies, Curtis worked closely with financial planners to apply his investment expertise to high net worth clients in the areas of asset allocation, portfolio construction, portfolio analytics, and implementation. Prior to joining Sagemark, Curtis was a Vice President and Quantitative Equity Analyst for Merrill Lynch, spending a decade developing and researching investment products that attracted more than $450 million in assets.

When Curtis is not helping his clients secure their financial assets for their families, he is spending time with his own family. He is married to Trish, and is the proud father to three wonderful children, Lily, Ian, and Josh.


What is a Chartered Financial Analyst (CFA®)

The Chartered Financial Analyst (CFA®) designation has become the most respected and recognized investment credential in the world for measuring the competence and integrity of portfolio managers and investment analysts. All CFA charterholders are held to a stringent Code of Ethics and Standards of Professional Conduct.

[Please click here to read the full CFA Code of Ethics.]