Curtis Financial Planning, LLC
Curtis Financial Planning, LLC offers fee only financial planning and investment advisory services to individuals and small businesses. The firm located in Oakland, California near the border of Piedmont. Cathy Curtis, a Certified Financial Planner and Investment Advisor specializes in the finances of women, their families and their businesses. Services include cash flow and budget planning, investment management, retirement planning, tax planning, estate planning, college/educaition planning, insurance planning, real estate/mortgage finance, sustainable/socially responsible investing. Cathy Curtis has been a financial advisor since 2001 and and is registered with the State of California as an Investment Advisor.
Advisors at this Office