Anne McCabe, CFP®, CRPC®
President and CEO - Wealth Advisor
A native of Atlanta and a graduate of George Mason University, Anne McCabe has been in the financial services industry since 2001. She began her finance career on the banking side, then served as an Advanced Financial Advisor for American Express Financial Advisors/Ameriprise Financial and UBS. Additionally, she co- founded an independent wealth management firm before forming Curo Private Wealth in 2014. Anne has a true passion for helping people feel more confident about their financial futures utilizing the financial planning process, and believes that plans should incorporate goals, values, and tolerance for volatility.
Anne is dedicated to constantly increasing her intellectual capital. To that end, she acquired the Chartered Retirement Planning CounselorSM designation from the College for Financial Planning in 2007. In 2011, she acquired the prestigious CERTIFIED FINANCIAL PLANNERTM certification through Georgetown University and the CFP Board; meeting rigorous education, examination, experience, and ethics requirements.
One of Anne’s passions is to educate the community about financial matters. She does that through various media outlets such as Federal News Radio (WTOP’s sister station), ABC7, News Channel 8, NTN24, and Telemundo Washington. She was also an Adjunct Professor at American University, teaching Personal Financial & Financial Institutions.
Anne was on Washingtonian magazine’s Top Money Advisor list in 2016 and 2018, and was named to Investment News’ national list of “40 Under 40” financial advisors in 2017. She was also selected for the Five Star Wealth Manager award in 2015, 2016, 2017, and 2018.
Anne has two sons (7 and 2) and a Yorkshire Terrier. She is an avid reader, is passionate about health and fitness, speaks fluent Spanish, and loves spending time with her large family and friends.
Credentials include :
- CERTIFIED FINANCIAL PLANNERTM (CFP®) professional, Georgetown University
- Chartered Retirement Planning CounselorSM , College for Financial Planning
- FINRA Series 7 and 66 securities registrations, held through LPL Financial
- Life and health insurance licenses
- Bachelor of Arts in Economics, George Mason University
The Washington Magazine Top Money Adviser award is based on survey recommendations from other financial professionals and independent research from peers in the field and consulting industry publications.
InvestmentNews’ 40 Under 40 nominations of advisers and associated professionals are evaluated based on: accomplishment to date, contribution to the industry, leadership and promise.
Five Star Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2015, 2016, 2017 and 2018 Five Star Wealth Managers