2026 SPEAKER LINEUP
The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.
Kevin Curley
Kevin M Curley II is a Senior Wealth Advisor with Clearfront Advisory. He oversees the firm’s operations in Dallas, Boston and New York City. Mr. Curley is a CERTIFIED FINANCIAL PLANNER® Professional, a Certified Exit Planning Advisor (CEPA), and...
ABOUT KEVIN
Kevin M Curley II is a Senior Wealth Advisor with Clearfront Advisory. He oversees the firm’s operations in Dallas, Boston and New York City. Mr. Curley is a CERTIFIED FINANCIAL PLANNER® Professional, a Certified Exit Planning Advisor (CEPA), and holds the Series 66 securities license. He has been affiliated with Commonwealth Financial Network since 2017 and has earned the Five Star Wealth Manager Award from 2020 through 2024.
Mr. Curley is a 2009 graduate of Villanova University’s School of Business. He holds a Bachelor of Business Administration degree and currently serves on the VUAA Board of Directors. He was the 2017 recipient of the Young Alumni Medal.
His past civic involvement includes serving on the Board of the Dallas Center for Architecture (now AdEx), Uptown Dallas, Inc., and completing the Dallas Regional Chamber Leadership Dallas program.
Mr. Curley resides in Dallas with his wife and 3 children.
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
2020 - 2025 Five Star Wealth Manager Award, created by Five Star Professional. The 2025 award was presented in July 2025 based on data gathered within 12 months preceding the issue date. 4405 Dallas/Fort Worth-area advisors were considered, 315 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.
