Jim Kantowski is the owner and founder of Curio Wealth, where he also serves as a dedicated advisor. With a professional career spanning three decades, Jim possesses a wealth of experience and knowledge in the financial industry. His credentials include the highly regarded CERTIFIED FINANCIAL PLANNER® designation and a Certified Public Accountant certification.
With a focus on helping clients who are nearing retirement or who have already entered this phase of life, Jim specializes in ensuring they are on track to reach their personal financial goals and provide peace of mind that they will have the financial resources to last a lifetime. His unique combination—having both a CERTIFIED FINANCIAL PLANNER® designation and Certified Public Accountant certification—allows him to approach financial planning and investments from a tax perspective, developing clients’ tax-efficient portfolios and strategies to accumulate assets tax efficiently and withdraw strategies to minimize taxes during clients’ lives and for future generations.
Beyond his professional career, Jim’s commitment to giving back to the community shines brightly. He actively participates in coaching youth sports and supports various charitable endeavors that assist people in need or experiencing hardships.
In the coming years, Jim’s vision for Curio is to build a company that provides exceptional financial advice, led by compassion, empathy, and curiosity. Whether in the financial planning world or youth sports, Jim loves being part of a team and coaching and guiding individuals to success. His biggest reward and satisfaction comes from seeing others become successful.
Outside of his professional pursuits, Jim thrives on challenging himself on a daily basis, engaging in outdoor activities such as running, biking, surfing, and hiking.
