D.’s Approach
D. Marcus Curles
CFP®, CRPC®
Financial Advisor
Overview
Marcus “Marc” Curles serves as a financial advisor in Savant’s Birmingham, Alabama, office. As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning CounselorSM (CRPC®), Marc focuses on comprehensive financial planning, guiding individuals and families through wealth transfer and philanthropy strategies, proactive income and estate planning, retirement cash‑flow projections, retirement income optimization, insurance analysis, debt management, and education funding.
Marc has worked in the financial services profession since 2007. He spent more than 15 years as a financial advisor at Bridgeworth until it joined Savant in 2023. Before transitioning into financial planning, he spent 16 years as a sales manager for a manufacturing company.
He stays active in the professional community as a member of the Financial Planning Association of North Alabama and was named to the Leadership Hoover Class of 2026. Each fall, Marc officiates college football games in the Southeastern Conference (SEC). He’s also a committee chair for the JLab Birmingham Bowl and a member of the Sigma Chi fraternity. At Valleydale Church, he served as a deacon and on the finance team and now contributes to the tech team. In 2011, he was inducted into the Mitchell County Sports Hall of Fame in Georgia. In 2018, he graduated from the FBI Citizens Academy Class.
Marc earned a bachelor’s degree in mechanical engineering from the Georgia Institute of Technology in Atlanta. He and his wife, Toni, have three children. In their spare time, they raise cattle, and Marc enjoys playing golf.
Credentials
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Planning Counselor®
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Georgia Institute of Technology
Bachelor of Science in Mechanical Engineering
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Retirement Planning Counselor®
Affiliations
- Financial Planning Association of North Alabama – member
- Leadership Hoover – graduate
- Southeastern Conference (SEC) – football official
- JLab Birmingham Bowl – committee chair
- Sigma Chi fraternity – member
- Valleydale Church – member, tech team
- Mitchell County Sports Hall of Fame – inductee, 2011
- FBI Citizens Academy – graduate
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.