UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
27yrs
Based in Walnut Creek, California, Joseph Curtis is a fiduciary financial advisor with 27 years of industry experience. Joseph joined Resolve Financial in 2017, after a year at BB&r Wealth Management and a year at 1717 Capital Management. Joseph holds the ChFC designation.
One of 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
OfficeWalnut Creek, CA
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$911,046
States licensed ?1 state
Services through Resolve Financial
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowResolve Financial, LLCCurrent firm
- Apr 2007 – Apr 2009Resolve Financial, LLCPreviously
- Apr 2006 – Nov 2006BB&r Wealth Management, Inc.Previously
- Jan 2005 – Feb 2006BB&r Wealth Management, Inc.Previously
- Feb 2002 – Apr 20031717 Capital Management CompanyPreviously
Contact Joseph
(925) 255-5055Resolve Financial main office Walnut Creek, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Joseph
Tailored to Joseph’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Joseph
How do I contact Joseph?
Call Resolve Financial at (925) 255-5055 and ask for Joseph Curtis. Joseph works from the Walnut Creek, CA office.
How long has Joseph been a financial advisor?
Joseph has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Joseph hold?
Series 66. Tap any license on this page to see what it allows.
Is Joseph a fiduciary?
Joseph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joseph paid?
Resolve Financial reports being paid by a percentage of the assets they manage, hourly fees. Ask Joseph for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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