Curtis Financial Planning, LLC

Curtis Financial Planning, LLC, has been in business since 2001, serving single women, women-led households, and women breadwinners. As a NAPFA-registered firm, Curtis Financial Planning is fee-only, meaning that all fees are transparent - there are no commissions or referral fees. We also act as a fiduciary, putting our clients' interests first at all times. We work with clients on an ongoing basis - providing continuous service to help our clients reach their goals through sound planning and investment management. At this time, we do not offer hourly or one-time planning services. 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

2655 Haverhill Drive OAKLAND, CA 94611 Phone: (510) 451-3528

Primary Office

2655 Haverhill Drive OAKLAND, CA 94611 Phone: (510) 451-3528