Financial Management Network, Inc. --- Creating and Managing Wealth |
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Curtis S. Farrell, CFP®
Phone: (949) 455-0300
Curtis has been in the financial service industry since 1982, during which he has earned yearly recognition as a member of the Million Dollar Round Table, a national association of top insurance professionals. Curtis earned his Bachelor of Science from California State University, Long Beach with degrees in finance and business computer systems. He received his post graduate degree as a Certified Financial Planner from University of Southern California (USC). Curtis also holds a Series 7 and 63 license and is a Registered Representative with FMN Capital Corporation. As a financial planner, Curtis has focused his practice skills on the business owner. His years of study and experience qualify him as an expert in the areas of retirement, insurance, and estate planning especially for the business owner. He is also civically active, serving on the Endowment Council for the Orange County Performing Arts Center for the past 6 years and is on the Board of Directors for the Santa Ana Zoo. He has a personal commitment to his family, clients, and community and receives his biggest rewards seeing others achieve their goals.
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26041 Acero Phone: (949) 455-0300 |
Investment advisory services are offered by Financial Management Network, Inc.(“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC. Securities are not FDIC-Insured, are not bank-guaranteed, may loose value. FMN and FMNCC may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Information herein is taken from sources deemed reliable and neither FMN nor FMNCC are responsible for any errors that might occur. Any communications with prospective clients residing in states or international jurisdictions where FMN or FMNCC and their registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements. Insurance related services from FMN or FMNCC may not be provided to individuals residing in any states other than CA, CO, CT, FL, KS, NC, OR, WA and WI (for FMN) or AZ, CA, CO, CT, FL, GA, IA, KS, MA, MO, NV, NC, ND, NY, OR, TX, and WA (for FMNCC). Securities related services from FMNCC may not be provided to individuals residing in any states other than AK, AZ, AR, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, MD, MA, MI, MN, MS, MO, MT, ND, NM, NJ, NY, NV, NC, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI and VI. The information you submit on the calculator pages may not be secure. Please do not submit any information that must remain private. The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Neither FMN nor FMNCC provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences. Neither FMN nor FMNCC assisted in the preparation of this material, and its accuracy and completeness are not guaranteed. The opinions expressed are those of the author(s) and are not necessarily those of FMN, FMNCC or their affiliates. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy.
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