Curtis Fessler
More About Curtis
Curtis Fessler has over 20 years of experience in the finance industry. Prior to joining Bank of Hawaii, he served as a Senior Managing Director of a multi-family office and led the planning and strategy practice of a large regional bank.
Curtis is a Finance graduate of Auburn University in addition to completing professional education through the University of Chicago Booth College of Business. Curtis is a Certified Private Wealth Advisor as well as a Certified Exit Planning Advisor. He earned certificates in areas of behavioral finance, philanthropic, retirement, business, tax and estate planning.
Specialties
- Business Continuation, Succession and Exit Planning
- Tax, Trust and Estate Planning
- Executive Compensation
- Insurance Planning
- Philanthropic Planning
- Financial Planning
- Retirement Planning
- Investment Management
- Family Dynamics
- Behavioral Finance
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