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.


Gretchen Curtis
Investment Advisor Representative
Sound Planning Group
United States, Washington, Enumclaw
About Me
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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