Trusted Financial Advisor

Ms Catherine Curtis CFP

Ms Catherine Curtis CFP

Curtis Financial Planning, LLC

525 Bellevue Avenue, Ste 313 Oakland, CA

90% Trust Score
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Compensation
Fee Only
Min. Assets
$250,000
Languages
English
License
Not Validated

Areas of Expertise

Comprehensive Financial Planning, Investment Management, Socially Responsible Investments, Sudden Wealth Management, Women's Finances, Young Professionals

Client reviews 1 published

1 Favorable
0 Unfavorable
0 Neutral
Client
May 12, 2020
Favorable

Certified Trusted Financial Advisor