Give your financial health the professional care it needs.
When it comes to physical health, you can’t go to the doctor or dentist once and assume you’ll stay healthy for many decades. Getting and staying healthy is an ongoing, life-long endeavor.
The same is true with financial wellness.
You can’t just put some money in a retirement account or make a few investments and assume you’re going to reach your financial goals. You shouldn’t just hope you’re money is growing or that you have sufficient insurance coverage—you need to monitor, make adjustments, and seek treatments when issues arise.
Our independence sets us apart.
You value independence in your practice. We value it in ours. At Curato, we have no quotas, no hidden agendas—just financial planning tailored to your success.
We’re not part of a large company, which means we’re not required to sell certain products regardless of whether they meet our clients’ needs.
Discover how true independence benefits your financial future.
Todd Doobrow, CFP®, TPCP®, ChFC®, RICP®, MBA
Certified Financial Planner
Todd began his career in the financial services industry on the investment side, working for two multinational banks in holding operations and equity trading positions. He soon realized, however, he wanted to work ...
We're powered by RFG Advisory.
RFG Advisory is an innovative turnkey platform engineered to support independent financial advisors. RFG handles all the behind the scenes work so we can spend time doing what we love – serving you, our clients.