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Thank you very much for your interest in Curtis Financial Planning! Due to an increase in new clients over the last few months and our commitment to maintaining a high level of service and attention to all of our clients, we currently have a waitlist to schedule an introductory meeting with Cathy.
To join our waitlist, we ask that you first answer a few questions to help us get to know you better and determine if our expertise is a match for your financial planning needs. Please click the button below to get started, and we’ll be in touch as soon as possible to schedule an introductory meeting. Thank you for your understanding and patience.
Get in touch
2655 Haverhill Drive
Oakland, CA 94611
Phone : +1 (510) 451-3528
MON-FRI: 9:00 AM – 5:00 PM PT