September 8, 2022January 13, 2023Wealth Management 10 Steps to Take 10 Years Before Retirement By: Frances Cronlund, CIMA®, CExP™, CTFA, CFP® < 1 Minute Read Click to Download Frances Cronlund, CIMA®, CExP™, CTFA, CFP® Frances Cronlund is Curi Capital’s Senior Director of Wealth Planning, based in Raleigh, NC. SHARE News & Knowledge READ NEXT March 20, 2024April 1, 2024Company News | Curi Capital | Wealth Management Meet the Curi Capital Team: Spotlight on Hannah Arthur, Senior Client Service Administrator At Curi RMB Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion aiming to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. Get to know Hannah Arthur, Senior Client Service Administrator Read more February 26, 2024February 26, 2024Curi Capital | Wealth Management Nurturing Generosity: Teaching Philanthropic Values Across Generations Senior Wealth Manager, Sheldon Fox, shares insights into how philanthropic values and a culture of giving can be shared across generations. Read more January 17, 2024January 19, 2024Curi Capital | Wealth Management Targeting the Financial Needs of Women Physicians Frances Cronlund explores the unique financial needs of women physicians and how a deeper understanding can help them achieve financial well-being. Read more