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.
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This Office

525 Bellevue Ave Ste 313 Oakland, CA 94610-5027 Phone: (510) 451-3528

Primary Office

525 Bellevue Ave Ste 313 Oakland, CA 94610-5027 Phone: (510) 451-3528