Charles Schwab, 1337 Grand Ave, Oakland, CA 94610, US

Clear Rock Capital is a trusted financial planning and investment management firm based in Oakland, CA, dedicated to helping independent women thrive today and plan for tomorrow. With a focus on self-made women and female-led households, they offer personalized services to delegate ongoing financial planning and wealth management needs, providing unbiased advice and responsible investing strategies to ensure clients make sound financial decisions for their future. Curtis Financial Planning, a fee-only Registered Investment Advisor, is committed to managing the details of their clients' financial lives so they can focus on what they love and do best. With a fiduciary duty and independent of conflicts of interest, they offer expertise in retirement planning, tax and estate planning, investments, charitable giving, insurance, and cash flow management. Their goal is to be a trusted financial advocate and partner, empowering women to gain financial confidence and navigate major life changes while planning for a secure future.Generated from the website

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