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Valentino Curtis
Several years of hands-on investing experience
I'm a college student with several years of hands-on investing experience, beginning in high school where I first developed a passion for financial markets. Since then, I've dedicated myself to researching individual companies, building portfolios, and continuously learning about how economic trends shape investment opportunities.
Book a Free 30-min SessionWhy I Mentor
I mentor because I believe financial literacy is a skill that can change lives. When I first started investing, I realized how many young people lacked guidance or confidence in approaching investing and money as a whole. I hope to break those barriers, provide knowledge, and help others build the confidence to make financial decisions. My goal is to share this knowledge with others while growing alongside the next generation of investors.
Work Experience
Wealth Management Intern
Golden Wealth Capital
May 2025 – Sept 2025 • New York, United States
Supporting wealth management operations and gaining hands-on experience in client portfolio management and financial planning.
Active Member
UCSB Finance Connection
Sept 2024 – Present • Investment Banking Workshop
Participating in investment banking workshops and networking events to develop finance industry knowledge and skills.
Active Member
UCSB Investment Connection
Sept 2024 – Present • PMP
Participating in portfolio management programs and investment analysis projects within the university's premier investment organization.
Information Technology Intern
Washington Unified School District
Jun 2023 – Aug 2023 • Washington, United States
Provided technical support and assisted with IT infrastructure projects for the school district's technology initiatives.
Education
University of California, Santa Barbara
Undergraduate, Economics & Accounting
Aug 2024 – Jun 2028
Currently pursuing a Bachelor's degree in Economics and Accounting with a focus on financial markets and investment analysis.
Ready to Start Your Investment Journey?
Book a free 30-minute consultation with Valentino to get personalized guidance on investing, financial literacy, and building confidence in your financial decisions.
Schedule Your Free Session