Curtis Financial Planning - Crunchbase Company Profile & Funding

Overview

Curtis Financial Planning

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Milestones

Raised Funding Round

Jan 1, 1970

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Raised Funding Round

Jan 1, 1970

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About Curtis Financial Planning

CB Rank

351286

Curtis Financial Planning expertise in investment management, tax returns, budgeting, retirement, and insurance planning services.

Founded

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Private

Oakland, California, United States

1-10

curtisfinancialplanning.com/

Financial Services

Impact Investing

Retirement

Key People

Cathy Curtis: Founder

Details

Legal Name

Curtis Financial Planning, LLC

Operating Status

Active

Company Type

For Profit

Founders

Cathy Curtis

Phone Number

+1 510-451-3528

Contact Email

cathy@curtisfinancialplanning.com

Diversity Spotlight

Women Founded

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning & Goal Setting

Assists clients in setting financial goals and provides strategies for risk management, insurance, real estate, retirement, tax, estate planning, and charitable giving.

Responsible Investment Management

Develops investment strategies considering financial gain and social/environmental impact, including asset allocation, risk management, and tax planning.