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    Josh Curtis

    We obsessively find every legal way to reduce your taxes to 0 and grow your investments to FU money.

    Josh Curtis is the Founder and Senior Advisor at EQB Strategy, a financial services company. He is a seasoned professional with two decades of experience in financial planning, tax planning, and investment strategy.4 Curtis has held several key positions in the financial industry:

    1. CEO of EQB Strategy since August 2008.12
    2. Chairman of the Board & Chief Executive Officer of Sphinx Investments.3
    3. Previously registered as an Investment Adviser Representative with Foundations Investment Advisors LLC from May 20, 2021 to January 13, 2025.1

    Curtis has a diverse background in the financial sector:

    • He was previously associated with MML Investors Services, LLC as a Registered Representative from October 2019 to May 2021.12
    • He worked as an agent for MassMutual Life Insurance Company from September 2019 to May 2021.12
    • Prior to that, he held positions with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC.12

    Josh Curtis values family, faith, freedom, and fidelity above all.4 He grew up on a dairy farm in rural Tennessee and played baseball at the University of the South.4

    In his role at EQB Strategy, Curtis has been involved in significant financial operations:

    • The firm has assisted in over $1 billion USD in tax savings over the past decade.4
    • They've helped analyze several deals totaling $20 billion USD on both buyer and seller sides.4
    • EQB Strategy specializes in tax mitigation, M&A, and financial strategy, particularly in preparation for asset sales.4

    It's worth noting that while there are multiple individuals named Josh Curtis in the financial industry, the information provided here specifically relates to the Josh Curtis associated with EQB Strategy and the LinkedIn username joshuascurtis.

    Highlights

    Jan 29 · marketscreener.com
    EQB Inc.: Shareholders Board Members Managers and Company ...
    EQB Investor Relations
    May 15 · globaldata.com
    EQB Inc - Company Profile - Market Research Reports & Consulting
    Josh Curtis - Footprint Capital
    Sep 12 · en.wikipedia.org
    Equitable Bank - Wikipedia

    Related Questions

    What is EQB Strategy's main focus?
    How did Josh Curtis transition from Northwestern Mutual to EQB?
    What are the key achievements of Josh Curtis at EQB?
    How has EQB evolved under Josh Curtis's leadership?
    What other companies has Josh Curtis worked for?
    Josh Curtis
    Josh Curtis, photo 1
    Josh Curtis, photo 2
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    Location

    Greater Richmond Region