There are simple truths about money, and they are not as scary as you think. With the right plan for your finances you can enjoy the present and look forward to the future without fear or apprehension. We are here to help women make the most of their finances, whether you need a financial plan or asset management expertise.
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It’s essential for us to build personal relationships with our clients in order to define your current and future wealth goals. Together, we will review not only your assets, but your personal and professional aspirations, helping you prioritize for the … Read More
Managing investments can be intimidating just because not everyone has the knowledge, expertise or time to do it themselves. But like all other aspects of a good financial plan, investing just takes discipline, a sound strategy and time.
Our Investment … Read More
Women and Home Ownership
Whether single, married, or partnered owning one's home is still the dream of most Americans. Record numbers of women are buying homes on their own; more than one in five home buyers are single women, making up more than … Read More
Curtis Financial Planning, LLC, is a fee-only investment advisory and financial planning firm located in Oakland, California, near the border of the city of Piedmont. The firm specializes in the finances of women and their families. Privacy Statement and Disclosure
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Curtis Financial Planning
3824 Grand Avenue, Suite 100
Oakland, CA 94610 Phone: 510-451-3528 Email: email@example.com