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Curtis S. Farrell, CFP© AIF
Curtis S. Farrell is affiliated with FINANCIAL MANAGEMENT NETWORK, INC., an independent fee based financial planning firm. Curtis has over 20 years experience as a Certified Financial Planner and recently earned the AIF, Accredited Investment Fiduciary designation. He is in charge of the firms qualified retirement planning services. Having installed his first 401(k) plan in 1984, he provides investment, fiduciary and plan design consulting to retirement plan programs.
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His primary responsibilities include service provider reviews, plan fee and cost evaluations, investment menu design and employee education. Curtis works closely with the employers to assist in educating employees on the importance of saving for retirement. He understands plan compliance and assists employers in fulfilling their Fiduciary responsibilities.
Curtis is a native Californian. He resides in Mission Viejo with his wife and four children. He enjoys skiing, surfing, running and giving back to the community. He has
served on the board of directors of the Friends of the Santa Ana Zoo for over 15 years, recently as past President. He is also active in the Boy Scouts of America having served as Scoutmaster and Varsity Coach.
Founded in 1995, FMN Capital Corporation is dedicated to providing quality products and services to its clients. Accounts are carried by National Financial Services, LLC, and a Fidelity Investments Company. FMN Capital Corporation is a member of the Securities Investor Protection Corporation (SIPC), is registered with the Securities and Exchange Commission (SEC), and is a member in good standing with the National Association of Securities Dealers, Inc. (NASD). National Financial Services, LLC is a member of the New York Stock Exchange (NYSE), NASD, SEC, and SIPC.
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