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Curious Finance provides individuals and business owners with proactive and holistic planning services. Rather than clients receiving disjointed advice from multiple independent advisors, we bring all the necessary professionals together to work as one team. As a result, our clients are able to reach their personal and professional financial goals in a more efficient and enjoyable process.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
Oakland, CA
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Year founded
Founded 2011
1 Locations
- Oakland , CA
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