Curtis Financial Planning
Certified Financial Planners
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Add ReviewCurtis Financial Planning is an independent financial planning and investment advisory firm specializing in the finances of women and their families. Services offered include comprehensive financial planning, investment portfolio management and financial consulting. Cathy Curtis, CFP is the founder and CEO, has been serving clients since 2001. As a Registered Investment Advisor (RIA), CFP and NAPFA member, the firm acts as a fiduciary to clients.