Debra  Curry,  CFP<sup>&reg;</sup> - Financial Advisor

Debra Curry, CFP®

Yosemite Capital Management, LLC

5120 Birch St, Ste 100
Newport Beach, CA 92660
(714) 730-3310

General

Debra Curry is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Yosemite Capital Management, LLC in Newport Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Employee Benefits, Life Planning, Retirement, Succession Planning, Nontraditional Households, Women's Finances

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