A legacy for generations

Curtis Kocher, CFP, CRPC

Senior Vice President–Wealth Management

Curtis joined UBS in 2017 as a Client Service Associate. He received his Bachelor's degree from The Broad College of Business at Michigan State University and since becoming a Financial Advisor, he has obtained the CFP® and CRPC® designations. Curtis specializes in derivative implementation as well as equity analysis.

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

cover art of women's document

Women, wealth and well-being

The challenges women breadwinners face embracing their financial clout

Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?

We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”

Download the report

A leader in wealth management

Backed by the strength of our parent company, UBS AG

Global leader

UBS is a leading and truly global wealth manager

$5.9+ trn

UBS Group invested assets
As of 06/30/2024

51 countries

Our global footprint

Insights