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6310 Greenwich Drive, #205, San Diego, CA 92122

(858) 477- 8180

How We Invest & Protect Your Assets Is Called Financial Planning.

How We Invest In Your Life Is Called Caring

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About Us

About Us

At CURO Financial Planning, we strive to ensure our clients make sound financial decisions to help achieve their goals.

Our Mission: Provide Our Clients With Financial EKG<span>&#8482;</span>

Our Mission: Provide Our Clients With Financial EKG™

We guide our clients through a comprehensive financial planning process, imparting Education and Knowledge about the retirement transition and offering Guidance every step of the way.

What We Do? Your Retirement Transition Coach

Navigating the retirement transition entails encountering challenges and making irrevocable decisions. Team CURO is here to assist you in transforming these challenges into opportunities you can seize. We achieve this by empowering you to make informed, intelligent decisions that proactively shape your financial future. We do so by providing comprehensive, in-depth analysis in the areas below:


Goal Based Planning

Help you better understand your current cash flow by going through income and expenses. This exercise will help you understand where your hard earned dollars are going and how to make the most of them.


Retirement Income Planning

We help layout a roadmap for your retirement transition with an emphasis on ensuring you can retire comfortably with the least amount of stress and worries.


Investment Planning

Whether you are brand new to investing or have years of experience, we help you understand how your money is invested, where its allocated, and the risks associated with your money. 


Protection Planning

The foundation of any financial plan is being protected from risk. We help you understand the risks involved within your financial picture and how you can ensure you are protected at all times.


Estate Planning

We make sure you have the proper documents in place in case something happens. We will help educate you on what is needed and the best way to get your estate planning needs in order.


Tax Planning

Although we aren't CPAs, we help you understand your financial plan from a tax standpoint. We ensure you are paying only the right amount of taxes and take advantage of any opportunity that presents itself.

Testimonials

Pre-Retiree

“CURO Financial Planning has been an invaluable partner in helping our family navigate important financial decisions. Their guidance gives us confidence that we're making smart choices for our future.”

Retired Client

“Thanks to the planning and investment guidance from CURO Financial Planning, we can enjoy retirement, travel, and time with family without worrying about our finances. We have real confidence in our long-term financial future.”

Retired Client

Financial decisions can be complicated, but CURO Financial Planning brings clarity and organization to every conversation. Their guidance has helped our family make informed decisions and stay focused on our long-term goals.“Always a worthwhile endeavor as the details can sometimes be confusing. The summary you sent appears very accurate with regard to all we discussed. Thanks again for all your efforts with respect to our family's financial health. Kathy and I have always greatly appreciated the assistance and help you've provided us over the years.”

Multi-Generational Client

“CURO Financial Planning provided patient, thoughtful guidance during a challenging financial transition for our family. Their support helped turn an overwhelming process into one we could navigate with confidence.”

This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance of success.

CURO Values

In Latin “CURO” Means To Care 

We Value an Approached Based on Clarity, Knowledge, Trust, Integrity, and Time



Clarity

At CURO, we work with you to put together the puzzle pieces that will give you a clear picture of your financial life. This clarity then enables us to develop your financial strategy so you can confidently move forward towards your goals.


Knowledge

You need the advice of a professional who can bring together all aspects of a holistic financial plan—income, cash flow, taxes, investments, retirement accounts, insurance protection, and estate planning. CURO combines our knowledge and education with your input to help you capitalize on opportunities and avoid financial mistakes.


Trust

We work to earn your trust every day and with every interaction we have with you, from your first meeting to implementation of ideas and solutions. We work with your other trusted advisors, such as your attorney or accountant, forming a team that guides you in making prudent financial-life decisions.


Integrity

At CURO, doing what is in your best interest drives our performance every single day—not just because we must, but because it’s who we are. The focus is on you, the client, not on personal motives. We strive to present the best financial options for you, everyday.


Time

We help reduce your financial stress and worries, freeing you up to spend more time doing the things that matter most to you—such as enjoying time with your family, traveling, surfing, camping, reading, painting, and relaxing.

Check out our Resources

We want to do everything we can to help you and your business succeed! Here are a few resources that we think will help you get the most out of your time and effort.

Inventorying Your Possessions

Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn More

A Look at Whole Life Insurance

A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Learn More

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn More

Are You Ready?Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Call

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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