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6310 Greenwich Drive, #205, San Diego, CA 92122

(858) 477- 8180

How We Invest & Protect Your Assets Is Called Financial Planning.

How We Invest In Your Life Is Called Caring

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About Us

About Us

At CURO Financial, we strive to ensure our clients make sound financial decisions to help achieve their goals.

Our Mission: Provide Our Clients With Financial EKG<span>&#8482;</span>

Our Mission: Provide Our Clients With Financial EKG™

We guide our clients through a comprehensive financial planning process, imparting Education and Knowledge about the retirement transition and offering Guidance every step of the way.

What We Do? Your Retirement Transition Coach

Navigating the retirement transition entails encountering challenges and making irrevocable decisions. Team CURO is here to assist you in transforming these challenges into opportunities you can seize. We achieve this by empowering you to make informed, intelligent decisions that proactively shape your financial future. We do so by providing comprehensive, in-depth analysis in the areas below:


Goal Based Planning

Help you better understand your current cash flow by going through income and expenses. This exercise will help you understand where your hard earned dollars are going and how to make the most of them.


Retirement Income Planning

We help layout a roadmap for your retirement transition with an emphasis on ensuring you can retire comfortably with the least amount of stress and worries.


Investment Planning

Whether you are brand new to investing or have years of experience, we help you understand how your money is invested, where its allocated, and the risks associated with your money. 


Protection Planning

The foundation of any financial plan is being protected from risk. We help you understand the risks involved within your financial picture and how you can ensure you are protected at all times.


Estate Planning

We make sure you have the proper documents in place in case something happens. We will help educate you on what is needed and the best way to get your estate planning needs in order.


Tax Planning

Although we aren't CPAs, we help you understand your financial plan from a tax standpoint. We ensure you are paying only the right amount of taxes and take advantage of any opportunity that presents itself.

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Building Wealth for Your Future Starts with Us

Today’s changing times require investors to think about their financial partners for the long-term. CURO’s commitment is to advise, help protect and manage wealth for our clients.  It is a commitment we reaffirm every day.  We are an independent firm, making objective recommendations for our clients. Our clients receive solid investment advice and innovative solutions.

CURO Values

In Latin “CURO” Means To Care 

We Value an Approached Based on Clarity, Knowledge, Trust, Integrity, and Time



Clarity

At CURO, we work with you to put together the puzzle pieces that will give you a clear picture of your financial life. This clarity then enables us to develop your financial strategy so you can confidently move forward towards your goals.


Knowledge

You need the advice of a professional who can bring together all aspects of a holistic financial plan—income, cash flow, taxes, investments, retirement accounts, insurance protection, and estate planning. CURO combines our knowledge and education with your input to help you capitalize on opportunities and avoid financial mistakes.


Trust

We work to earn your trust every day and with every interaction we have with you, from your first meeting to implementation of ideas and solutions. We work with your other trusted advisors, such as your attorney or accountant, forming a team that guides you in making prudent financial-life decisions.


Integrity

At CURO, doing what is in your best interest drives our performance every single day—not just because we must, but because it’s who we are. The focus is on you, the client, not on personal motives. We strive to present the best financial options for you, everyday.


Time

We help reduce your financial stress and worries, freeing you up to spend more time doing the things that matter most to you—such as enjoying time with your family, traveling, surfing, camping, reading, painting, and relaxing.

Meet the Team

We enjoy working with positive, motivated individuals who strive to better their communities, families, and the world. We help our clients participate in the actions necessary to reach their financial goals while embracing active balance.  Our purpose is to be a partner, to relieve financial stress and help our clients attain the freedom to enjoy the life and activities that make them happy.

Our independent status allows us to objectively evaluate all options to find the optimal solutions for each of our clients, without restrictive product or proprietary limitations.  We get to know each of our clients and learn what matters most, then serve as their trusted advisor for life’s big decisions and everyday concerns.  As our client’s Transition Coach, we coordinate and optimize their finances for stability today and multigenerational success. 

Jim Lingelbach, CFP<sup>&#174;</sup>

Jim Lingelbach, CFP®

Founder | CERTIFIED FINANCIAL PLANNER™

Meet Jim
Ciano Villaquiran, CFP&#174;

Ciano Villaquiran, CFP®

Partner | CERTIFIED FINANCIAL PLANNER™

Meet Ciano
Luciana Macedo, CFP&#174;

Luciana Macedo, CFP®

Director of Operations | CERTIFIED FINANCIAL PLANNER™

Meet Luciana
Jen Quintana

Jen Quintana

Director of New Business & Customer Service

Meet Jen
Tyler Cohen, CFP&#174;

Tyler Cohen, CFP®

Paraplanner | CERTIFIED FINANCIAL PLANNER™

Meet Tyler
Bekah Krum

Bekah Krum

Director of Marketing and Client Services

Meet Bekah

Check out our Resources

We want to do everything we can to help you and your business succeed! Here are a few resources that we think will help you get the most out of your time and effort.

Replacing Your Medicare Card

Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Learn More

Retirement Plan Detectives

Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Learn More

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn More

Are You Ready?Take the First Step

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Call

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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