Meet the Team
Curtis Financial Planning is an independent, fee-only advisory firm located in Oakland, California, servicing clients in California and beyond.
As a female-owned and operated wealth management firm, we are fully committed to addressing the unique financial planning needs and experiences of single women, female-led households, and women who take the lead in the family finances.
Our skilled and experienced team of professionals works collaboratively to provide our clients with exceptional service.
Erin has decades of administrative experience, which includes editing, proofreading, organizing, and managing. She’s worked for several well-known financial firms, as well publishing houses and administrative organizations. She’s a graduate of Meredith College and holds two degrees and three minors.
When she’s not working, Erin can be found reading, writing, or exploring with her family. She’s always up for a new adventure.
Custodian Administrative Manager
Vicki manages all custodian (TD Ameritrade, Schwab) tasks at Curtis Financial Planning. She leads a team at Total Office, Inc., a virtual assistant firm specializing in the needs of independent financial advisors. Vicky has 34 years of experience working in customer service and account administration for the financial services industry.
Out of the office, Vicki is a Girl Scout leader and an avid square dancer. She has been dancing since 1979 and teaches her passion to young and old alike, from Round Dancing, Square Dancing, Rumba, Waltz, Foxtrot, the Jive and her favorite, Cha Cha!
Lauren’s 15 years of experience in financial services includes roles in project management, portfolio management, content creation, and digital marketing strategy. Prior to starting her own consulting firm, Lauren worked for firms including Morgan Keegan in Memphis, TN and Dimensional Fund Advisors in Austin, TX. She holds the CFA® designation and has an M.B.A. from The University of Chicago Booth School of Business.
Lauren is the founder of Left Field Insights. As a business strategist and digital consultant, she helps solo financial advisors execute results-driven digital strategies to reach new levels of success.
Business Operations Manager
Rob owned and operated a mortgage brokerage firm for over 25 years and developed expertise in project management, billing systems and workflows. He is highly organized, detail oriented and he is without peer in his proofreading skills.
Rob is from Winnipeg, Canada and made his way to California after a year in the Virgin Islands as a charter boat captain. He enjoys skiing, mountain-biking, reading, traveling, and has an encyclopedic brain filled with interesting knowledge about history, geography, and the natural world.
Ready to take control of your financial future?
Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by scheduling an introductory call with Cathy.