CURO’s Values

Clarity

You don’t make financial decisions lightly. You want to know the pros and cons and potential consequences of decisions. You thoroughly consider choices before moving forward.

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’re savvy about your financial affairs. You understand income and how to invest it, but you need help knowing how your entire financial picture fits together. If you make a mistake on one or two pieces of your finances, you don’t know how they’ll detrimentally affect other pieces.

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.

Your knowledge and experience help you make well-informed decisions. CURO combines our knowledge and education with your input to help you capitalize on opportunities and avoid financial mistakes.

At CURO, we pride ourselves in delivering financial literacy and financial EKG—education, knowledge, and guidance.

Trust

You tend to be skeptical. Your trust must be earned. And once it is, you’re willing to collaborate with an established, trustworthy firm.

At CURO, we work to earn your trust every day and with every interaction we have with you, from 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

Having integrity means being ethical and honest. That’s the kind of person you are, and that’s how you expect your financial planner to be. As CERTIFIED FINANCIAL PLANNER™ Professionals, Jim Lingelbach, CFP^®, ChFC^®, CLU^®, RICP^®, CASL^® , BFA, Ciano Villaquiran, CFP^®, Luciana Macedo, CFP^®, and Tyler Cohen, CFP^® are held to a fiduciary standard. They are held to this fiduciary standard when acting as investment advisor representatives. The focus is on you, the client, not on themselves and the CURO practice. They strive to present the best financial options for you.

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.

Time

Just like everyone, you wish you had more time. More time to do the things you love—and less time spent on doing “unpleasant” work, such as managing your finances.

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.

If you share these values, we may be the right partner for your financial future.
Contact us today to learn more.