A legacy for generations

Curtis Kocher, CFP, CRPC

Senior Vice President–Wealth Management

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • CT
  • FL
  • HI
  • IL
  • KS
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA

Education

  • Bachelor's Degree, The Broad College of Business at Michigan State University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Retirement Planning Counselor
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084
  • (248) 816-3008

Email Me

Life is unpredictable. Could we be better prepared?

For some of life's questions you're not alone. Together we can find the answer.

With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

Backed by the strength of UBS

A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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