Curtis Fay, Financial Advisor
Curtis Fay is a CERTIFIED FINANCIAL PLANNER™ practitioner with Voya Financial Advisors. Curtis has dedicated his career to helping clients identify priorities and assist with asset and income protection for themselves as well as their families. He accomplishes this by evaluating where clients are and then moving forward with a plan and a purpose. He believes every person deserves sincere help with their unique situations which addresses their goals and concerns.
Curtis prides himself as a lifelong learner and continues to take part in many conferences, continuing education, and technology programs to maintain a leading intellectual competitive advantage in order to work collaboratively with his clients to prioritize needs, wants, and wishes through all of life’s seasons. By leveraging Voya Financial’s vast resources as America’s 5th largest retirement company, Curtis strives to chart possible courses of action to implement and manage a workable plan which fits each client’s distinct family dynamics and unique circumstances.
After graduating from Shippensburg University with a Bachelor of Science degree in Business Administration and Marketing in 2004, Curtis went on to help constituents in the 23rd State Senatorial District of Pennsylvania as a Constituent Services Representative before joining Voya in 2012. In addition to working with individual clients and businesses, Curtis is a compliance officer responsible for the oversight and auditing of accounts to maintain adherence with state and federal regulations. Curtis resides in South Williamsport, PA with his wife and young son.
Curtis is an Investment Advisor Representative with Voya Financial Advisors with FINRA Series 7, 24, 66 securities registrations. The security products are offered through VFA. Curtis also currently holds Life, Health and Disability insurance licenses.
Curtis is available in the PALCO office on Thursdays or by appointment. Some of the services and products used for financial solutions include the following:
Financial Analysis and Strategies
Estate Analysis Strategies
Asset Allocation Studies
Consumer financial seminars
Business Succession Planning Strategies
Fixed and Variable Annuities
Tax Planning Strategies
Brokerage Services including Stocks, Bonds, Brokered CDs And Mutual Funds
Retirement Plans including IRAs and employer-sponsored plans, Wealth Accumulation and Distribution Strategies
For Professional and Knowledgeable Advice, Contact Curtis at:
"Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. Member SIPC."
"Investments are not a deposit, not NCUSIF insured, not insured by any federal government agency, not guaranteed by the financial institution, may go down in value."
"PALCO Federal Credit Union is not a subsidiary of nor controlled by Voya Financial Advisors."
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