Houston Investment Officer Finds Fulfillment In Helping Others

Finding the right plan for your retirement savings and estate can be difficult. As a Chartered Financial Analyst, Curtis Holden of Tanglewood Wealth Management, can make sure that your money will be able to support you and your dreams in whatever way you wish. A career full of research, financial data, and client care, Holden discusses his current role in financial planning.

(Photo Courtesy of Curtis Holden)

(Photo Courtesy of Curtis Holden)

What does your current job entail? 

“My current job is mostly research oriented. I spend the majority of my time profiling investment opportunities, studying the markets and economy, and helping others with research requests. Communication is also important as I have to be able to express my thoughts verbally and in writing.”

What is your favorite part of your daily duties?

“My greatest satisfaction comes from providing new ideas to others. The investing world is very complicated and it is easy to get lost in ‘noise’ of the markets. Finding a good nugget of information that someone else has not considered before in the same way is very fulfilling.”

Do you feel your education prepared you for your current role? 

“My undergraduate degree offered a great entry point for me into the professional world. I was blessed to enter the job market at a time when the market was strong for new graduates. Over the long-term, I feel I have actually gotten a greater benefit from my professional designation (Chartered Financial Analyst). The CFA program helped me develop additional skills and opened up new doors of opportunity beyond what holding only a business degree would have provided.”

Do you have any advice for people wanting to pursue a similar career?

“In many business fields professional designations have become as important as holding a college degree. Live work experience matters too. In addition to researching your college choices, you should also research other professional training and internship opportunities. It is also important to talk to people in the industry to find out what the work is really like and if it is suited to your personality. Look into colleges that offer degree programs that parallel a professional designation and give you the tools you need to be employable when you complete your course work. If you are interested in investment management, strongly consider pursuing a CFA (Chartered Financial Analyst) designation.”

Gillian Kruse is a freelance writer living in Houston. She graduated from Rice University with a great love for all performing and visual arts. She enjoys writing about arts and cultural events, especially little-known ones, to help Houstonians learn about what’s going on in their city. Her work can be found at Examiner.com.

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