Curtis Financial Planning
Financial Services, 3824 Grand Ave, Oakland, California, 94610, United States, 1-10 Employees
Phone Number: 15*********
Who is CURTIS FINANCIAL PLANNING
Curtis Financial Planning, LLC is a financial planning and investment advisory firm based in Oakland, California that specializes in the unique financial needs of single women, women brea...
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Headquarters: 3824 Grand Ave, Oakland, California, 94610, United States
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Date Founded: 2001
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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Frequently Asked Questions Regarding Curtis Financial Planning
Answer: Curtis Financial Planning's headquarters are located at 3824 Grand Ave, Oakland, California, 94610, United States
Answer: Curtis Financial Planning's phone number is 15*********
Answer: Curtis Financial Planning's official website is https://curtisfinancialplanning.com
Answer: Curtis Financial Planning's revenue is Under $1 Million
Answer: Curtis Financial Planning's SIC: 6282
Answer: Curtis Financial Planning has 1-10 employees
Answer: Curtis Financial Planning is in Financial Services
Answer: Curtis Financial Planning contact info: Phone number: 15********* Website: https://curtisfinancialplanning.com
Answer: Curtis Financial Planning, LLC is a financial planning and investment advisory firm based in Oakland, California that specializes in the unique financial needs of single women, women breadwinners and women heads of household. Cathy Curtis, the founder and principal is a Certified Financial Planner and Registered Investment Advisor. Women Have Distinct Financial Planning Needs A primary concern of women is that they will be old and poor. And the simple truth is that women do have unique planning needs. Look at these facts: -80% of American women will find themselves the sole keepers of their personal finances at some point during their lives, however, most of those women feel financially insecure, despite controlling more wealth, having more education and being more involved in financial decisions. -Women make on average 70-75% of what men make in similar occupations. -Womens careers are often interrupted by family needs, both childcare and eldercare which limits their opportunity for income growth. -50% of all women fear losing everything and becoming bag ladies (48% of women who earn $100,000 or more annually fear this). -Two-thirds of women over age 65 rely on Social Security as their primary source of income. Consequently, women are twice as likely as men to live out their golden years at or below poverty levels. That is why it is so vital that women plan, save, and invest for financial security: it is not money that makes people financially successful, it is time.
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