Our Qualifications

Curtis Luckman graduated from Hofstra University magna cum laude with a B.B.A. in Business Administration. He is also a graduate of Hofstra University School of Law and successfully passed the New York State bar exam. He interned and started his business career at Price Waterhouse. Shortly thereafter, he became a certified public accountant.

For more than fifteen years he has been a full-time financial planner. He is a Certified Financial Planner practitioner and is a member of the FPA, Financial Planning Association, and ASPPA, American Society of Pension Professionals and Actuaries.

He has also earned the AIF professional designation, Accredited Investment Fiduciary, which is awarded by the Center of Fiduciary Studies. He has received formal training in investment fiduciary responsibility. This not only fortifies his daily practices in serving the best interests of his clients, but it also allows him to counsel other investment stewards, such as plan sponsors and trustees, in applying a prudent investment process to satisfy their fiduciary responsibilities.

Curtis Luckman is a registered Representative offering securities through American Portfolio Financial Services Inc., Member SIPC/FINRA Investment Advisory/Financial Planning offered through American Portfloio Advisors Inc. AN SEC REGISTERED INVESTMENT ADVISOR