Meet Dale & Sheri Curtis

Dale & Sheri Curtis

Dale and Sheri Curtis are a great example of what an HBW couple represents. High school sweethearts now married for years, they have been through thick and thin, and their marriage and their partnership is stronger than ever. Dale is the founder of WealthFort, Inc. located in Temecula, CA, a retirement planning and wealth positioning firm created to help clients plan for their best life now while leaving to others the best of their lives forever.

Their clients include: ● a major commercial real estate developer ● a stock-exchange listed mall ownership company’s former GM ● air traffic controllers – federal and local ● a former highway transportation engineer ● engineers in medical device and aerospace manufacturing ● CEOs and small business owners ● a former vice president of a large electrical contractor ● realtors ● pastors ● nurses ● those who have served as first responders ● doctors ● teachers ● trustees

In addition to being an advisor, Dale is an educator, counselor, a public speaker, presenter, and a writer. Dale co-authored and created the first edition of the book,​“Prosperous Revelations: Invest Better, Live Better, Retire Better, & Give Better,” ​ written to address some financial urban myths and misconceptions. Prior to founding WealthFort, Dale founded, operated, and divested small manufacturing companies. He also served as the pastoral care pastor at a mega-church in the Temecula Valley. Equipped with over 35 years of high-level leadership and business expertise, Dale now devotes his full-time work and attention to helping fortify families for generations.

Dale and his wife, Sheri, have made Temecula, California, their home for over 20 years. They are the proud parents of two grown daughters. Whitney, the eldest, married an elementary school teacher and is the mom of two of the most amazing boys, James and Oliver, aka Jamie and Ollie, as Dale and Sheri call them. Cayla, a college grad, is completing a second bachelor’s degree in preparation for service as a nurse.

In their free time, although family time surely comes first, Dale is nonetheless obsessed during football season with the CFL (The Curtis Fantasy Football League) where he is a founding team owner and at the moment, reigning four-time champion.