Curtis Porter ChFC

Current

• Partner / Planner at Gemini Services Group

Past

• Tax Preparer at Vaillancourt & Company CPA's
• Judicial Affairs Coordinator at University of New Hampshire

Education

• The American College
• The American College
• University of New Hampshire

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Recommended

1 person has recommended Curtis

Connections

53 connections

Industry

Financial Services

Websites

• My Company
• My Website
• My Blog

Curtis Porter ChFC’s Summary

Financial Planner with a broad knowledge of comprehensive financial planning including insurance, taxation, retirement plans, investments, and estate planning. FINRA licenses held include series 6,7,63, and 65. Current designations include ChFC and CFP curriculum certification. Additional designation held as a Philanthropic Development Officer (PDO) as determined by the National Association for Charitable Estate Planners for work in charitable foundation creation. Achieved associates degree in business management from the University of New Hampshire prior to enrolling at The American College for finance. Interested in forging worthwhile and stimulating relationships with other professionals in both the financial industry and other similar complimentary industries.

Featured contributor of various financial topics in multiple media outlets including the business section of the Eagle Tribune of Lawrence, MA reaching over 100,000 readers on Sunday's. Also, a featured panelist on local cable television programs discussing various financial planning matters and a frequent speaker at organizations including senior centers and school districts in and around NH and MA.

Curtis Porter ChFC’s Specialties:

INSURANCE-life,disability,crosspurchasebuysellarrangments/TAXATION preparation,capital gains minimizing,1035exchange,1031/ RETIREMENT PLANS- 401k,403b,SEP-IRA,IRA,RothIRA,pension,412i,419,deffered compensation plans/INVESTMENTS-stocks,bonds,mutual funds,CRAT,CRUT,annuities,fixed investments,collegesavingsplans,wrapaccounts/ESTATE PLANNING wills, trusts,inheritance issues,gift taxation/ BUSINESS OWNER ISSUES:business succession planning,executive benefits strategies,owner exit strategies.

Curtis Porter ChFC’s Experience

• Partner / Planner

  Gemini Services Group

  (Financial Services industry)

  January 2000 — Present (9 years)

  Gemini Services Group is a full service financial planning advisory. A unique team approach is taken with each client to ensure that the most thorough and comprehensive planning is done with regard to insurance, taxation, retirement planning, investments, and estate planning. Additionally, a network of outside professionals including attorneys, accountants, and lenders are utilized to provide the most professional and thorough planning possible. Our firm handles a wide variety of services from actively managed wrap accounts via fee based arrangements to business contingency planning. Clients of our practice include small business owners, partnerships, individuals, families, and non-profit organizations including colleges.

• Tax Preparer

  Vaillancourt & Company CPA's

  (Privately Held; 11-50 employees; Accounting industry)

  January 2000 — April 2002 (2 years 4 months)

  Tax preparation of overflow clients during tax season. Most 1040's included individuals and couples and were done on a drop off basis. The company provided tax preparation for roughly 3,000 local clients in the Lowell, MA area.

• Judicial Affairs Coordinator

  University of New Hampshire

  (Educational Institution; 1001-5000 employees; Higher Education industry)

  September 1998 — May 1999 (9 months)

  Data entry and management of current pending cases of the department. The position also involved organizing and scheduling hearings while working with various depts. of the University and the local Police dept.

Curtis Porter ChFC’s Education

• The American College

  ChFC, Finance, 2006 — 2008

• The American College

  CFP Certification Curriculum/ ChFC, Finance, 2002 — 2006

• University of New Hampshire

  1998 — 2000

Additional Information

Curtis Porter ChFC’s Websites:

• My Company
• My Website
• My Blog

Curtis Porter ChFC’s Interests:

Financial Planning Techniques, unique investment opportunities, comprehensive tax planning

Curtis Porter ChFC’s Groups:

NAIFA, Million Dollar Round Table, Greater Derry Chamber of Commerce,
NH Sports and Social Club, Bush League Baseball

•    IMPACT Business Connections
•    New England Tax & Finance Professionals

Curtis Porter ChFC’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch