Curtis Congdon, CFP®, CRPC®
Curtis is President of XML Financial Group. An accomplished advisor and member of the XML Executive Committee, Curtis believes strongly in providing lifestyle-driven advice. Relentlessly dedicated to his client’s success, Curtis and his team work to understand client’s unique goals and needs, then craft a plan and investment strategy to help clients feel confident that their money is serving them. Curtis is a Certified Financial Planner®
professional and Chartered Retirement Planning Counselor®
. Having been nominated by his peers, Curtis was included in the Northern Virginia Magazine’s Top Financial Professionals list in 2015, 2016, 2017, 2018, and 2019 for both Investment Planning and Retirement Planning.
Education & Philanthropy
Curtis studied Finance at James Madison University and Georgetown University and continues a love of learning on diverse topics from Philosophy to Austrian economics. Curtis lives in Clifton Virginia with his wife Jenn and their two children. As a family the Congdon’s support many organizations and causes including New Life Christian Church, Cru, The Mises Institute, and Compassion International. FINRA’s BrokerCheck