Rob Curtis, Operations Manager
Rob ran his own mortgage brokerage business for 23 years. He joined Curtis Financial Planning in 2014 to manage office operations and systems. He brings a wealth of experience in technology, human resources and running a small business. He is also an expert in real estate finance which is helpful to Curtis Financial Planning’s clients who need help navigating the mortgage process.
Gaby Wantah, Administrative Assistant
Gaby was born in Jakarta, Indonesia, but her family moved to Los Angeles, California in 1998 due to the riots that were taking place in Jakarta. Gaby moved to Berkeley to attend college at Cal where she is majoring in business and will soon attend Haas Business School. Gaby has excellent digital skills both in office software and graphic design.
Gemmer Asset Management, LLC
Gemmer Asset Management is an independent asset management firm that conducts investment research and develops model portfolios utilizing the tried and true principles of Modern Portfolio Theory—a Nobel Prize-winning concept. Specializing in due diligence on mutual funds and ETFs, Gemmer provides comprehensive back-office support and ensures that your portfolios are well-diversified across all major asset classes.
Litman Gregory Advisors Intelligence
We leverage a diverse array of resources, partnering with Litman Gregory, a superior industry-leading investment research resource. They provide independent, in-depth research and analysis, manager due diligence, asset class research, and portfolio construction.
TD Ameritrade & Charles Schwab
TD Ameritrade and Charles Schwab are two of the most well-recognized publicly traded brokerage firms in the industry. The assets that Curtis Financial Planning manages for you will be held with one of these two custodians and you will receive monthly reports from the custodian detailing the activity in your accounts.