Curtis Financial Planning, LLC


Curtis Financial Planning, LLC, has been in business since 2001, serving mostly women clients who are in a financial transition: widowhood, divorce, a new job, or retirement. 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. 

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Advisors at this Office

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This Office

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

Primary Office

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