Our mission is to help you live well now and in retirement.
- BE INSPIRED to take control of your future.
- GET EMPOWERED to discover your untapped opportunities.
- CREATE MEANING aligned with your deepest values.
- EMBRACE AMBITION to achieve your maximum potential.
Curtis Financial Planning, LLC, is an independent investment advisory and financial planning firm located in Oakland, California, offering comprehensive financial planning and investment advisory services to independent women. We recognize that women have unique financial concerns. No matter what stage you are in your life, whether you’re in retirement, recently divorced, dancing with the idea of retirement or overwhelmed by an unexpected windfall of inherited money, we want to help you take control of your financial life.