A complete list of active advisors currently associated with McCurdy Financial Solutions

Warmer can help you find a great advisor at McCurdy Financial Solutions or one who fits your needs even better.

McCurdy Financial Solutions provides investment management and financial planning services to individuals, high-net-worth clients, and organizational clients, including nonprofit and charitable entities. The fee-only registered adviser reports approximately $26.9 million in discretionary assets under management and offers both ongoing and project-based planning engagements. The firm implements tailored, discretionary portfolio management based on client objectives, risk tolerance, and target asset allocation, using fundamental and technical analysis alongside modern portfolio theory and a blend of active and passive funds. Financial planning work produces written plans and ongoing monitoring, and the firm can incorporate socially conscious investment approaches at a client’s request. Noteworthy relative to many independent peers, the firm explicitly serves charitable organizations and places emphasis on financial education—conducting seminars or workshops and producing educational materials in addition to client services. The firm’s principal holds multiple advanced credentials (CFP®, CFA®, ChFC®, EA, CLU®) and discloses limited outside activities such as tax-preparation work and authorship of educational content.

To learn more about the advisors currently working at McCurdy Financial Solutions, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Mccurdy	Rocklin, CA	12

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