Please contact Cathy Curtis, CFP® to discuss whether we will be able to assist you with your financial planning or investment management needs.
The office is located in the historic Bellevue Club, which is on the National Register of Historic Places. The Bellevue Club is at a park-side location, overlooking Lake Merritt. There is free parking in an enclosed garage.
For directions to our Oakland office click here>>
If you are interested in having Cathy speak at your next event, please download her Speakers Kit and then call to discuss details.
Click here to sign up for our mailing list>>
Briefly tell us what we can do for you and we promise to get back to you as we can. Or, give us a call.