Mr. McCurdy takes pride in educating his clients so they can make informed financial decisions. He encourages those he works with to be inquisitive and curious in order to create a more transparent relationship.
By leveraging the firm’s resources, Mr. McCurdy delivers focus-driven ideas to his clients. Mr. McCurdy brings a tailored, disciplined, and data-driven approach to wealth management. As a CFP (Certified Financial Planner), Mr. McCurdy takes pride in guiding clients in all financial planning related matter such as, retirement planning, tax planning, estate planning, budgeting, cash management, and investment management.
Prior to joining Manhattan West, Mr. McCurdy began his career in financial services at Morgan Stanley Wealth Management before joining Advice Period. In addition to his financial service practice, Mr. McCurdy founded Pro Skills, a preeminent youth mentorship and club basketball program based in Southern California.
A graduate of the University of Southern California, Mr. McCurdy earned a Bachelor’s degree in Communications and a minor in Accounting/Finance. Active in his community, Mr. McCurdy continues to mentor young athletes through his basketball organization. He currently lives in Sherman Oaks and enjoys spending time with his wife Leanna and daughter Layla.
