Coaching Clients for Personal and Financial Success
ABOUT US | Our Team
Curtis S. Francisco, CFP®, AIF® President and Registered Securities Principal curtfran@profit1.net
As president of the firm he established 30 years ago in the Jupiter-Tequesta area, Curt Francisco is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Investment Fiduciary®, a Registered Investment Adviser, and Branch Manager of the local office of Commonwealth Financial Network, a Waltham, Massachusetts broker/dealer providing securities sales and service to our clients.
In addition, Curt has always felt strongly about taking part in the community in which he lives—as witnessed by his many years as a Trustee of the Jupiter Medical Center Foundation, Inc., and more recently as an Advisory Board member of Florida Atlantic University's new Honors College.
Well known in the investment business and community affairs, his credentials include:
Bachelor of Arts (cum laude) from the State University of New York in Statistical Psychology.
University of Connecticut - Advanced Certificates in Pension Planning and Estate Planning.
Professional CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in Denver.
Accredited Investment Fiduciary™ designation from the Center of Fiduciary Studies, associated with the University of Pittsburgh.
Member of the Financial Planning Association, a founding member of the Palm Beach-Martin County Estate Planning Council, a Trustee of the Jupiter Medical Center Foundation, Inc., and an Advisory Board member of Florida Atlantic University's Honors College.
One of 34 Florida financial advisors listed in the State-by-State Winner's Circle, a supplement to the January 2006 issue of Research Magazine.
Candy joined Asset Advisory Services in September 2005 and handles advertising, public relations, events coordination and marketing. Her role includes representing Asset Advisory Services at Chamber of Commerce functions and other networking opportunities, as well as seeking prospective clients. Prior to joining Asset Advisory Services, Candy was the Community Relations Coordinator for the Visiting Nurse Association in Stuart, Florida and the Marketing Director for FlexSite Diagnostics in Palm City, Florida. A native Philadelphian, Candy enjoys cycling, tennis, snow skiing, theater, and spending time with family and friends.
Karen joined Asset Advisory Services in October of 1998. As the first point of contact for clients who come in or call us, Karen directs calls to appropriate team members, maintains our client files and schedules appointments. She also provides staff support and is a project facilitator. Prior to coming to Asset Advisory Services, Karen worked as a scheduler/biller for a physical therapy facility and secretary/intake person for a child abuse agency. Originally from New Jersey, Karen studied business administration at Bergen Community College. She enjoys spending time with her husband and daughter, is an avid reader and dog lover, and does crafts such as needlepoint.
Jean joined Asset Advisory Services in September 2003. As part of the client services team, she handles all matters related to the Fee Based Assets Under Management, including client services, proposals and presentations. Previously, Jean worked for Bankers Trust Co., N.A., as an Investment Administrator. She graduated from the University of Central Florida with a finance degree. Jean, a native New Yorker, spends most of her free time with her husband, two teenage children and friends. She enjoys reading, exercising, going to the movies and shopping at the mall.
Carolyn joined Asset Advisory Services in 2000. Initially hired as a computer specialist and office assistant, Carolyn began to assume office management duties in 2002, and now assures the smooth operation of the office and any long term planning that may affect the business. Carolyn, who holds an FINRA Series 7 securities License as well as a Life, Health and Variable Annuity License, is responsible for staffing and personal record-keeping, as well as all client services through our Broker Dealer, Commonwealth Financial Network Member FINRA/SIPC. Originally from Pennsylvania, Carolyn enjoys spending time with her family.
Barbara Orsini, Client Services Administrator, joined Asset Advisory Services in March 2007. She handles all client services through our Broker Dealer, Commonwealth Financial Network Member FINRA/SIPC, as well as maintaining client records and assisting in estate matters. Barbara also assists in our Fee Based Assets Under Management. Originally from Waterbury, Connecticut, Barbara previously worked as a legal secretary/administrative assistant for Sturges & Mathes and Carmody & Torrance and has more than 20 years experience in the preparation of Wills, Trusts and various estate planning documents. She enjoys reading, crossword puzzles, classic movies and spending time with family and friends.
This communication is strictly intended for individuals residing in the states of AL,CA,CO,CT,FL,GA,IL,IN,KY,LA,MA,MD,ME,MI,MO,NC,NJ,NM,NY,OH,PA,RI,SC,TN,TX,VA,VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
