'Know What Environment You Thrive In & Go There,' Says Female-Founded RIA

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  • 05 mins 33 secs
Women, particularly single women, face unique financial challenges and needs. Cathy Curtis, CFP®, Founder and CEO of Curtis Financial Planning, has carved out a niche helping this demographic. She also shares some of the keys to successful financial planning and the importance of having a strong tech deck.
Channel: Meet the RIA
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