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Welcome to Curt Howard’s website: your Trusted Financial Advisor.

Since 1989, Mr. Howard has assisted retiring individuals and couples with pre-retirement and retirement financial and investment planning. Curt and his team‘s total focus is to assist the retired or soon to be retired individual or couple retire with financial confidence.

Today’s professional is presented with an ever more challenging and complicated retirement planning scenario. Recently, economic factors have caused many employers to shift some health care and pension expenses to their employees. This transfer of financial responsibility requires today’s retiring professional to pay particular attention to the financial tools and expertise currently available. Mr. Howard’s 20 years of experience providing financial and investment planning uniquely qualifies him to provide the expertise needed during these financially turbulent times. His goal is to become your trusted advisor.

Orba Financial

Curt specializes in Financial Planning, Asset Allocation and 457 Deferred Compensation. His concentration on pre-retirement and retirement financial planning means you’ll be dealing with a professional who uses custom designed planning processes to better meet the needs and goals of the retiring individual or couple. As an Independent Investment Advisor, Mr. Howard is free to offer you a complete array of investment options. Because he is not beholding to any Bank, Credit Union, Insurance or Investment Company, Curt can tailor your plan to meet your individual needs and risk tolerances-- without conflict of interest concerns-- putting you and your financial future first.

 

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Contact Us

Curtis Howard

2339 Gold Meadow Way,
Suite 200
Gold River, CA 95670

Phone: 800.627.6722
ext.1072
Direct: 916.669.1672
Fax: 916.858.1277

Email:
curt@orbafinancial.com

CA Insurance License #0755623

2012 Office Holidays

New Year's Day - 01/02
Washington's Birthday - 02/20
Memorial Day - 05/28
4th of July- 07/04
Labor Day- 09/03
Thanksgiving- 11/22-23
Christmas- 12/24-25

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Investment Advisor Representative and Registered Representative with Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), member FINRA, SIPC, and a Registered Investment Advisor. Non-securities products and services are not offered through TFA. CA Insurance License No. 0755623.

LD 36135-02/10.


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