Curtis Lyons, Founder & CEO

 

With more than 30 years of experience in financial services, Curtis Lyons is dedicated to helping individuals, families, and business owners build, protect, and preserve wealth for future generations. As Founder and President/CEO of Lyons Legacy Planning LLC, Mr. Lyons is committed to empowering clients with the knowledge, strategies, and resources needed to achieve long-term financial success.

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Driven by a passion for financial literacy and economic empowerment, Mr. Lyons strives to help shift the narrative within the African American community from one of financial struggle and limitation to one of wealth creation, legacy building, and financial independence.

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Mr. Lyons provides comprehensive financial guidance across a broad range of areas, including retirement planning, college funding strategies, life insurance solutions, corporate benefits planning, tax-advantaged wealth strategies, and lifetime income planning. His client-centered approach focuses on developing personalized solutions that align with each client's unique goals, values, and vision for the future.

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Curtis Lyons holds a Bachelor's of Science Degree in Economics from Grambling State University, a Resident Life Insurance Producer license, and spent 22 years as a Series 7 and Series 66 Registered Investment Advisor. His expertise, integrity, and commitment to service have made him a trusted advisor to clients seeking financial confidence and lasting financial security.