Curt M. Beyer
President & Founder
Curt was born and raised in Sterling Heights, Michigan. He moved to California to attend San Diego State University, where he earned a bachelor’s degree in business administration with an emphasis on financial planning. He’s been a Californian ever since.
Curt began his financial services career in 1999 at Merrill Lynch, spending nine years there before joining RBC Wealth Management in 2008. Since the start of his career, he has always been a team member of one of the largest wealth management groups in the region.
In 2017, Curt fulfilled his long-held entrepreneurial vision by establishing CMB Wealth Solutions. Along the way, he has completed a number of training and continuing education classes that emphasize prudent investment practices; providing professional advice; respecting confidentiality; providing timely and transparent information; and honoring the relationships and responsibilities of a financial advisor.
Spending time with his two children is Curt’s top priority in his free time. He’s also an avid golfer and likes to try new local restaurants. He enjoys camping with his daughter Jaden through the YMCA’s Adventure Princess program.