Curtis Cottle

Certified Financial Fiduciary and growth strategist

Michigan, USA

About Curtis

Curtis Cottle is a Certified Financial Fiduciary and growth strategist with over 20 years of experience in the financial services industry. He is the cofounder of SBC Financial and has helped numerous clients achieve their financial goals through strategic tax planning and retirement planning. Curtis is the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots. He is based in Michigan, USA.

Associated Podcasts

Business Innovators Radio

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Recent Appearances

Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes in Retirement

Business Innovators Radio•Jan 12, 2026•19:52•guest

Interview with Curtis Cottle, Founder of SBC Financial Discussing Market Risk & the Sequence of Returns Trap

Business Innovators Radio•Nov 25, 2025•15:46•guest