Curt Lightle, CFP®
Partner
E-mail: Curt@SummitPartnersNW.com
Phone: 425-771-8101
Curt is a Financial Adviser with Eagle Strategies, an agent of New York Life Insurance, and a valued Partner of our firm. He has a passion for designing the integral plans that help individuals, families, and businesses simplify their unique and complex needs. Curt’s core competencies include: asset accumulation, income generation, insurance planning, estate planning, and tax efficiency. His hyper-focused and detail-oriented approach helps him to lead his clients through complex financial situations with a clear plan and goal in mind.
Curt is a lifelong Seattle area resident and received his BS from the University of Washington. He holds his FINRA Series 6, 7, 63, 65, and Life and Disability Insurance licenses from the State of Washington. Throughout his 21 years of service in this industry, he has earned the highly regarded CERTIFIED FINANCIAL PLANNER™ certification and has completed coursework in a multitude of subject areas to better serve his clients.
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