Curtis A Smith

Curtis A. Smith, CFP®, founded Interactive Capital Management (ICMC), in 1991 in order to focus on fiduciary standards and value producing services. Mr. Smith has over 29 years of financial planning and investment management experience.

In 1974, Curtis completed two undergraduate degrees (Bachelors of Business Administration with concentrations in management and marketing) at Texas Tech University. Curtis received the CFP® designation in June 1984 from the College for Financial Planning in Denver, Colorado. 

Curtis discovered the perfect career match in 1980 with his entry to the financial services industry. In 1982, he established Curtis A. Smith & Associates, launching Curtis into the financial planning industry. In 1992, Curtis transitioned into  a fee-only advisor and renamed his firm Interactive Capital Management.

Mr. Smith’s background includes experience in the healthcare industry, including positions with American Hospital Supply and LifeMark Hospitals. This experience and knowledge serves current and prospective clients in the medical, dental and healthcare professions.

PROFESSIONAL CERTIFICATIONS, CHARTERS AND LICENSES

CFP® Certification, College for Financial Planning, June 1984.

Bachelor of Business Administration, Management Concentration, Texas Tech University, 1974.

Bachelor of Business Administration, Marketing Concentration, Texas Tech University, 1974.

Life and Health Insurance Counselor License, Texas Department of Insurance

PROFESSIONAL ASSOCIATONS AND MEMBERSHIPS

National Association of Personal Financial Advisors (NAPFA), NAPFA Registered Advisor

Financial Planning Association (FPA), National member

Houston Estate and Financial Forum (HEFF), Member

Morningstar Advisor. Blog post contributor. 

FiGuide, FiLife, Finance Answers, Financial Advice Network: Frequent blog post contributor. 

Former Adjunct professor University of Houston Certified Financial Planner program 1991-1994.

Former Vice-President & Board Member, American Association of Individual Investors, Houston Chapter, 1989-1996.

Former Chair and Board Member, Houston Chapter Institute of Certified Financial Planners, 1985- 1989. Peer elected positions.

CONTINUING EDUCATION REQUIREMENTS

Curtis regularly pursues continuing education to remain abreast of developments in the field of financial planning and investment management. These endeavors include requirements and standards of 30 to 60 hours per year by the National Association of Personal Financial Advisors (NAPFA), CFP® Board of Standards, and the Financial Planning Association (FPA).

He routinely attends NAPFA and FPA continuing education conferences each year. To meet estate planning needs, Curtis maintains a membership in the Houston Estate and Financial Forum. Curtis exceeds the required minimum education requirements by a wide margin every reporting cycle.

CIVIC, COMMUNITY AND ALUMNI ORGANIZATIONS

Volunteer Methodist Neurological Institute ALS Clinic Houston, TX. One of six Houston area CFP® chosen to provide financial planning counsel to newely diagnosed ALS patients. 

Sugar Land Rotary Club founding member. Elected Rotarian of the Month four times by fellow Rotarians and chaired a Santa's Exchange committee. 

Texas Tech University Ex-Students Association.

Founder and board member, Fort Bend Club Hockey. Organized and managed first high school ice hockey league in the city of Houston.

Manager for Houston Aeros traveling youth ice hockey team.

Coached youth basketball, soccer and baseball for four years with Fort Bend YMCA.

Member South Main Baptist Church, Houston, TX.