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

Profile Photo
Justin Lohman
COO, COO & Investment Advisor Representative
Profile Photo
David Stryzewski
Founder, Chief Executive Officer, Investment Advisor Representative
Profile Photo
Cody Crawford
Registered Investment Advisor Representative
CL
CJ Lovsted
Lead Advisor

You Might Like

RD
Russ Degitz
Principal
Huntington University
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
NC
Najib Canaan
Chief Executive Officer
Kingswood Group
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial