Advisor profile


JP Curcio: Financial Advisor in Atlanta, GA

At Iron Oaks Wealth Advisors in Atlanta, GA, our team embodies a shared commitment to professionalism and client-centered service, specializing in wealth management services such as boutique financial services, financial advisory, retirement planning, private wealth advising, and capital management. Rooted in reliability, teamwork, and a passion for bringing joy to every client interaction, we strive to exceed expectations, helping each client receive the guidance and support needed to achieve their financial goals with confidence.

28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Investment Management
  • Charitable Giving
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Saving for Education
  • Estate Planning Strategies

Education

  • Master of Business Administration in Finance with Honors, Vanderbilt University, Nashville, TN
  • Bachelor of Arts, Economics, Cum Laude, St. Lawrence University, Canton, NY

Interests

  • Family Time
  • Exercise
  • Cooking
  • Travel
  • Golf
  • Tennis