Meet Curtis
Curtis A. Lightle
CFPⓇ, CLUⓇ
Wealth Advisor
Curtis Lightle approaches financial planning with a balance of precision, insight, and genuine curiosity about each client’s life and goals. With 25 years of industry experience, he specializes in estate planning, retirement income strategies, comprehensive retirement planning, tax-efficient wealth strategies, and small-business planning.
Curtis believes the best financial plans start with truly understanding the client at a deep level. He takes time to learn each client’s family dynamics, values, long-term goals, and overall wealth picture before designing individualized Total Wealth Strategies. His planning process integrates investments, taxes, retirement income, and estate considerations into one coordinated, easy-to-understand approach, and helping clients make confident decisions and protect their wealth for the future.
Education and Background
Curt earned his Bachelor of Science degree from the University of Washington, where he developed an early interest in the intersection of personal finance, problem-solving, and long-term planning.
Over the past 25 years, he has built a career focused on delivering clear, practical, and personalized financial guidance. He has extensive experience in retirement planning, tax-efficient strategies, and multigenerational wealth planning. Curt’s client-first philosophy emphasizes clarity, proactive communication, and long-term relationships built on trust and understanding.
Designations
Curtis holds two of the most respected credentials in financial planning, reflecting his dedication to technical excellence and client-centered planning:
Certified Financial Planner™ (CFP®)
Chartered Life Underwriter® (CLU®)
These designations demonstrate advanced knowledge in comprehensive financial planning, risk management, retirement income solutions, and estate and legacy strategies—ensuring clients receive thoughtful, precise, and well-coordinated recommendations.
Personal Life
Outside of work, Curtis enjoys extended backpacking trips throughout the Cascade Range and staying active through a variety of sports. He and his wife, Brenda, have been married for 31 years and share a love of the outdoors and time with family.
Curtis and Brenda have two adult sons, and their home is made livelier by Marco, the family cat. Whether exploring the mountains or enjoying time with loved ones, Curtis draws ongoing inspiration from experiences that reinforce the importance of planning thoughtfully and living intentionally.
Fun Facts
Childhood Nickname: Old Man Curt
Dream vacation: Sailing a catamaran in tropical water searching for lonely beaches, quiet time with family and friends and fish to eat.
First Car: 73’ Nova I wedged a big block 396 into and added posi traction.
Favorite food: Seafood of all kinds
Fun Fact: Love a small remodel projects from electrical and plumbing, outdoor landscaping and anything I can do myself.
Fun Fact: I love a good plan but love to be spontaneous, “where are we going next, lets go!”