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Gretchen Curtis

Investment Advisor Representative

Sound Planning Group

United States, Washington, Enumclaw

About Me

For over 20 years, Gretchen has served clients in the financial services industry. She was raised in Enumclaw and earned her Bachelor of Arts in business administration from Seattle Pacific University. Before joining Sound Planning Group, Gretchen served as a registered representative in a number of retiree-facing, operational, training, and compliance roles. She draws from this rich foundation to support clients in helping to align their financial futures with their values and goals. She and her husband, Jon, have three children and enjoy hiking, snowshoeing, and camping.

Profile Information

Investment Advisor Representative

Sound Planning Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Enumclaw

Washington

United States

Jan 10, 2025

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