A legacy for generations

Curtis Kocher, CFP, CRPC

Senior Vice President–Wealth Management

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

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A global leader in wealth management

Global leader

UBS is a world-leading wealth manager

$5+ trillion

In invested assets globally 
As of 11/07/2023

51 countries

Our global footprint

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