Introducing Curtis Farrell




Introducing Curtis Farrell

Financial Management Network, Inc., a California Corporation, is a full-service, comprehensive financial advisory firm. Firmly rooted in a tradition of excellence, Financial Management Network is dedicated to providing superior service and quality financial products to its clients.
The advisors of Financial Management Network (FMN) are seasoned financial professionals with decades of experience. They include Certified Financial Planners, Chartered Financial Consultants, and Chartered Life Underwriters. These respected professional designations are signs of qualified financial service professionals. Several licensed Life and Disability Agents round out the planning team. This diverse group of advisors allows FMN to provide exceptional service across a vast range of financial needs. A talented and responsive support staff allows us to provide unparalleled client service.
FMN advisors assist in defining their client's financial goals and charting a course for their financial success. Together they then implement a plan of action to realize the client's objectives. This can be achieved by saving money on taxes, increasing the return on savings and investments, and safeguarding the client's assets, estate and business.
Financial Management Network serves the important purpose of assisting clients in the determination and achievement of their financial goals.


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Guest

Curtis Farrell
Advisor
Financial Management Network

Curtis S. Farrell CFP AIF is affiliated with Financial Management Network, an independent fee based financial planning firm.  Curtis has over 20 years experience as a Certified Financial Planner and has earned the AIF, Accredited Investment Fiduciary designation.  He is in charge of the firms qualified retirement planning services.  Having installed his first 401(k) plan in 1984, he provides investment, fiduciary and plan design consulting to retirement plan sponsors.  He has assisted 100+ small, medium and large companies with their retirement plans and has worked with all the major vendors, insurance companies, mutual funds, banks and trust companies.  His primary responsibilities include service provider reviews, plan fee and cost evaluations, investment menu design, monitoring and employee education.  Curtis works closely with the employers to assist in educating employees on the importance of saving for retirement.  He understands plan compliance and assists employers in fulfilling their Fiduciary responsibilities.

Curtis is a native Californian.  He resides in Mission Viejo with his wife and four children.  He enjoys skiing, surfing, running and giving back to the community.  He has served on the board of directors of the Friends of the Santa Ana Zoo for over 15 years, as President, Treasurer and currently serves on the Nominating Committee.  He is also active in the Boy Scouts of America having served as Scoutmaster, Varsity Coach and as an Assistant Venture Leader.

Financial Management Network:  26041 Acero, Mission Viejo, CA 92691  Map It

Website:  http://www.fmncc.com

E-Mail: cfarrell@fmncc.com    Phone: 949-455-0300


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