MATTHEW J. CURFMAN, CFP®
Senior Vice President
Phone: (517) 536-5000 ext. 38
E-mail: matt@richmondbrothers.com
One of the youngest candidates to become a certified financial planner, Matt received his securities license before graduating from Eastern Michigan University. He has been a member of Richmond Brother, Inc.’s family since 1998, showing his ambition and dedication by working his way from high school intern up to Senior Vice President.
Matt and our President, David Richmond, collaborate as a team in the preparation of portfolio allocation, financial plans, and allocation research. Helping clients realize and achieve their retirement dreams is Matt’s foremost satisfaction. In addition, he is actively involved in the business as a member of the executive and marketing committees. Matt has contributed to articles in The Wall Street Journal, MarketWatch and the SunSentinel.
Matt has excelled in all that he has done, be it graduating in the top 10% of his college class, running a marathon, or completing several century (100 mile) rides on his bike. As part of the Jackson community he grew up in and loves, Matt has supported the Jackson YMCA’s Partner for Youth Campaign, served on the American Cancer Society’s (ACS) Tony Open Golf Tournament committee and joined an ACS Relay for Life team. He is also an active sponsor of the Lingap Children’s Foundation.
Recent Honors/Achievements:
Jackson Magazine’s “30 And Under” Class of 2009
Ed Slott’s Master Elite IRA Advisor Group™
Sole contributor to author of Jackson Magazine’s June 2009 article “Saving & Investing Tips for the Under-30 Set”
