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Curtis Financial Planning

EST. AUM
$163,500,000

CONTACTS
1

CLIENT ACCOUNTS
238

Firm Details

Metro area San Francisco
CRD Number 136785
Website curtisfinancialplanning.com
Client types

Overview

Curtis Financial Planning, LLC is a fee-only, fiduciary financial advisory firm based in Oakland, California. Founded in 2001 by Cathy Curtis, the firm specializes in providing comprehensive financial planning and investment management services to single women, women-led households, and women breadwinners. Curtis Financial Planning is committed to offering unbiased, transparent advice without commissions or referral fees, ensuring that clients' interests are always prioritized. The firm emphasizes a holistic approach to financial planning, addressing various aspects such as cash flow, retirement planning, tax strategies, estate planning, and socially responsible investing. Through personalized strategies, Curtis Financial Planning aims to empower clients to achieve financial security and peace of mind.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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