Cathy Curtis
(CFP®)
This advisor specializes in the following areas of expertise:
- Ongoing Investment Management
- Helping Clients Identify & Achieve Goals
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- Women's Financial Planning Issues
- Estate & Generational Planning Issues
Planning Specialties
Curtis Financial Planning, a division of ClearRock Capital, LLC., offers fee only financial planning and investment advise to individuals, families and small businesses. Cathy Curtis, Financial Advisor, specializes in the unique needs of women and their families. She works with many women who are experiencing a transition of some kind whether it be receiving an inheritance, going through a divorce or widowhood, or starting a new job. Services include ongoing investment management and comprehensive financial planning.
NAPFA Start Date
June 20, 2008
Industry Start Date
June 01, 2000