CoverProfile

Curtis Farrell

Advisor

Financial Management Network Inc

United States, California, Mission Viejo

About Me

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

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Profile Information

Advisor

Financial Management Network Inc

Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Mission Viejo

California

United States

Jun 29, 2025

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