Founded by Joseph Curtis, CFP®, Curtis Financial Planning, LLC is a Registered Investment Adviser (RIA) dedicated to providing objective and comprehensive financial guidance. As a fee-only firm, they are compensated solely by their clients, which allows them to act as fiduciaries and avoid conflicts of interest associated with commissions. The company's mission is to help clients achieve their financial goals through personalized services including retirement planning, investment management, and holistic financial planning, serving individuals and families both locally in Seattle and virtually across the country.

Founded in

United States