Equipped with know-how, industry designations and awards such as Accredited Investment Fiduciary®(AIF®), Certified Financial Planner™(CFP™), and Plan Sponsor Magazine’s (2016) and Financial Times (2018) Top Advisors, Curtis takes great pride in serving as an advocate to 401(k) and 403(b) retirement plan clients. As director of Financial Management Network’s qualified retirement planning services, Curtis and his dedicated team are passionate about plan sponsor and participant education, Fiduciary responsibility, ERISA plan compliance, and preparing clients for the future. This dedication has been recognized by NAPA, and earned them a place on NAPA’s Top DC Advisor Firms list (2017). F

Curtis Farrell
Advisor
Financial Management Network Inc
United States, California, Mission Viejo
About Me
Profile Information
Advisor
Financial Management Network Inc
Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Mission Viejo
California
United States
Jun 29, 2025
More profiles to browse
Jeff Stanga
Certified Financial Planner
MC
Matthew Conner
Financial Planner
MD
Mark Donahue
Financial Advisor
JH
Jeffrey Holt
Investment Advisor Representative
You Might Like
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors