Curtis Financial Planning

Female Financial Planner in Oakland - Curtis Financial Planning

Helping independent women to thrive today and plan for tomorrow

Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. 

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Welcome to Curtis Financial Planning

We know that you could manage the details of your financial life yourself. We also know that not everyone wants to be a financial expert. It takes time and becomes a chore. We know you want to take advantage of financial strategies that can benefit you, but your time is limited. This is where Curtis Financial Planning steps in. Our goal is to be your financial advocate and partner to ensure you make the smartest moves with your money. Whether it be retirement, tax or estate planning, investments, charitable giving, insurance or cash flow, we have the expertise to help you make sound financial decisions now and for your future. 

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 are experts at helping Single Women, Women Who Take The Lead In The Family Finances and Women-Led Households 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.

Curtis Financial Planning

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3 Simple Steps To Improve Your Investment Results

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3 Simple Steps To Improve Your Investment Results So You Can Sleep Better At Night

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