Curtis Financial Planning

Female Financial Planner in Oakland - Curtis Financial Planning

Empowering independent women to thrive today and plan for tomorrow

We help women make sound financial decisions throughout every stage of life. 





At Curtis Financial Planning, our role goes beyond helping women plan for a secure financial future.

We’re also committed to empowering our clients to relish life today, on their terms–whether that means pursuing their passions, sharing new experiences with loved ones, or simply investing in items that bring them joy. Because we believe financial success means more than hitting a target rate of return on your investments each year. It also means living your best life now, and making financial decisions that feel good to you because they align with your values. That’s why we treat every client relationship like a true partnership. Success is personal. And however you define it, we want to help you achieve it.

As a fee-only Registered Investment Advisor, we are legally bound to provide you with the highest standard of care. 

We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice.

We consider both financial gain and social and environmental impact when making investment decisions on behalf of our clients.

Our Clients

We tend to be a good fit for Single, Widowed and Divorced Women who want to delegate their ongoing financial planning and wealth management needs to a trusted advisor. Many of our clients come to us because they’re seeking more control over their day-to-day finances, navigating a major life change, or planning for the future. 

Seeking More Financial Control

Seeking More Financial Control

Navigating A Major Life Change

Female Planning for the Future

Planning For The Future

If you’re an independent woman looking for an ongoing financial partner, we encourage you to explore our services and schedule an introductory phone call.

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