CURTIS FINANCIAL PLANNING

Curtis Financial Planning is a fee-only RIA located in Oakland, CA focused on the unique financial planning needs of independent women... Our goal is to be your fiduciary financial partner so that you can focus on your personal and professional life. If you're ready to delegate the details of your finances to an expert, get started today by scheduling an introductory call with Cathy... You want to take advantage of financial strategies that can benefit you, but your time is limited. That's where Curtis Financial Planning steps in. Our goal is to be your financial advocate and partner to ensure you make the smartest moves with your money. Whether it be retirement, tax or estate planning, investments, charitable giving, insurance or cash flow, we have the expertise to help you make sound financial decisions now and for your future.

Also known as: Curtis Financial Planning LLC