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Contact Us

Please contact Cathy Curtis, CFP® to discuss whether we will be able to assist you with your financial planning needs. We will briefly discuss your situation and, if appropriate, schedule an initial consultation in our offices.

If you are interested in having Cathy speak at your next event, please download her Speakers Kit and then call to arrange a presentation.

Curtis Financial Planning
3824 Grand Avenue, Suite 100
Oakland, CA 94610
Phone: 510-451-3528
Email: cathy@curtisfinancialplanning.com
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