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Curtis R. Willardson, CFP, CLU

Curtis R. Willardson, CFP, CLU

Financial Advisor

Curt Willardson, CFP, CLU, has been working with the UCCU credit union since 1995.  Curt's experience has helped hundreds of credit union members protect estates and tailor investment and financial plans to best suit individual situations and needs.

Besides being securities registered and an Investment Advisor Representative, Curt specializes in Retirement and Estate Planning.  He graduated from Brigham Young University in 1986, and immediately pursued employment in Financial Services "to help people achieve their financial goals."  Curt constantly fine tunes his experience through participating in demanding educational requirements to keep his Certified Financial Planner designation and licensing current.