Curtis Financial Group

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Financial Planning Consultants, Accounting Services, Financial Planners

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(510) 451-3528Call Visit WebsiteVisit Website Map & DirectionsDirections3824 Grand AveOakland, CA 94610 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Oakland with Financial Planning Consultants

Piedmont (1 miles)
Emeryville (4 miles)
Alameda (6 miles)
Berkeley (6 miles)
Orinda (9 miles)
Albany (9 miles)
Moraga (10 miles)
El Cerrito (12 miles)
San Leandro (13 miles)
Lafayette (13 miles)

More Info

Email: Email Business
Payment method: amex, cash, discover, master card, visa
Neighborhoods: Grand Lake, Lower Hills District
AKA: Curtis Financial Planning
Other Link: https://curtisfinancialplanning.com/contact
Categories: Financial Planning Consultants, Accounting Services, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Retirement Planning Services, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (510) 451-3528

Address: 3824 Grand Ave, Oakland, CA 94610

Website: https://curtisfinancialplanning.com/contact

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Curtis Financial Group

Tax Planning
Charitable Giving
You want to take advantage of financial strategies that can benefit you, but your time is limited. That’s 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.
Tax Services
Income Tax

Investment Management
Fees are based on assets under management and are inclusive of all services: ongoing investment management and comprehensive financial planning. Our motivation is to grow and protect your assets and to support you in building a financial plan that helps you reach your goals and dreams. As a fiduciary advisor, we provide unbiased advice designed for each client’s personal financial situation.
Wealth Management
For the last eight years, Cathy has been named an Investopedia 100 Top Financial Advisor, and she was named among the top ten Most Influential Advisors of 2020. The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy and wealth management.

Accounting Services

Financial Planning
All written content on this site is for information purposes only. Opinions expressed therein are solely those of Cathy Curtis, Principal, Curtis Financial Planning. Material presented is believed to be from reliable resources and we make no representations as to its accuracy or completeness. Fee only financial planning and investment advisory services are offered through Curtis Financial Planning, a registered investment advisory firm in the state of California.
Retirement Planning
Now, you get to relax and let Curtis Financial Planning do the work of building your financial plan. We leverage industry-specific software and other tools to develop a plan that encompasses all aspects of your finances, including cash flow, retirement planning, tax and estate planning, employee benefits analysis, RSU and stock option strategies, and insurance needs. Once we have put the finishing touches on your plan, we’ll set up a series of meetings to discuss the outcome and offer strategies and recommendations to bring you closer to your goals.
Asset Management
College Funding

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