Full Name
Curtis Klieger
Job Title
Special Care Planner
Company
Stonewater Financial
Speaker Bio

Curtis Klieger is a founding partner and planner at Stonewater Financial, who is dedicated to helping families create a clear roadmap and work toward their financial goals.

His passion for financial planning began when working at a small local bank while attending the University of Oklahoma. This experience introduced him to the importance of holistic planning and created a path to build his career in financial planning soon after graduating college.

Curtis enjoys taking the complexities of a client’s financial life and creating clear, simple solutions or identifying potential areas of weakness. He provides guidance and recommendations based on academic research and tailor’s solutions to meet the needs of each individual.

While a Cleveland native, he considers Dallas, Texas as home. Curtis currently lives in Princeton, Texas with his wife Paige and their three dogs: Olive, Stella and Lola. To unwind and relax, he enjoys golfing, spending time with friends and family, or focusing on real estate development.

 

Curtis Klieger