CoverProfile

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

Oct 17, 2025

Work Experience

Sound Planning Group

Investment Advisor Representative Present
Email: gretchen@myspg.com

More profiles to browse

JD
Joe Duncan
Investment Advisor Representative
Profile Photo
Mark Stryzewski
Founder and Principal
Profile Photo
Cody Crawford
Registered Investment Advisor Representative
Profile Photo
Loren Downs
President

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University