Strong, smart women working together.
"Go see Marianna, she'll take care of you." These are the words that started it all, leading so many of our clients to us over the years. Through friends and family members, colleagues and neighbors, we have built CURO on those very words - taking care of our clients' needs - and that is the most important aspect of our business.
We’re not your commonplace financial planning firm. You won’t find stuffy shirts and boxy briefcases here. We are a team of strong, smart women, driving forward in a male-dominated industry. We are mothers and daughters striving to make an impact in our community, to better the lives of women and families through financial awareness and empowerment.
When our founder, Marianna Goldenberg decided to branch out from the corporate foundation she began her career on, she knew she wanted to put emphasis on what made her stand out from others in the finance industry. Being both an immigrant and a woman, she knew those two factors alone made her perspective and approach unique, but she wanted the focus to be on what she could do for her clients, rather than her own merits. Marianna fought for every step forward she achieved throughout her career, and that drive continues as she advocates for our clients, reciprocating that same ambition to serve your needs. CURO, the Latin word for “to take care," made perfect sense, and in June of 2014, CURO Wealth Management was founded with more than 20 years of industry experience.
Within a few months of CURO opening its doors, Danielle Finnerty joined CURO to address the growing needs of the firm, as we progressed from the Marianna's core clients, to planning and strategizing for many multi-generational families, and women seeking financial independence. After five productive and successful years of working with our clients to help them fulfill their dreams, Danielle decided it was time to pursue her own. She enrolled at The Wharton School of the University of Pennsylvania, striving for her MBA, and we have no doubt she will accomplish all she has set out to.
Stepping into the role as Associate Financial Advisor is Melanie Schott, who came to us not to fill shoes, but instead with a wealth of experience to create a unique impact of her own. With a passionate drive towards empowering women and families in transition, Melanie fulfills a need amongst our clients, as well as in the community for financial planning and guidance suited to the diverse and wide-ranging demographic of families seeking assistance planning for their futures. She addresses unique financial challenges and provides our clients with the tools to elevate their lives and plan for their dreams, while also making the time to lead our community outreach initiative sharing financial literacy with those who need it most .
Over the years, our clients have continued to amaze us with their success and the accomplishment of their dreams. As our Client Service Manager, Samantha Logue plays an integral role in helping make that possible, taking our clients through every step in the process, maintaining documents and communication through every stage, answering questions and providing exceptional service to address the individual needs for every client. Sam is the first point of contact, keeping our team connected and abreast of any details necessary to ensure our clients continue to thrive.
With CURO’s reach expanding, it wasn’t long before Dana Caro joined us as Marketing Manager to fulfill a need conveying our mission in every message of empowerment, through the development of our digital presence and community involvement. Dana spearheads our strategic partnerships, cultivating unique collaborations with non-profit groups that share our values, helping us to grow our firm and our impact. If you haven't done so yet, find us on Facebook, so you can stay up-to-date with the exciting new projects on the horizon.
The cornerstone of our success can be conveyed in three simple, but important practices of our firm: family comes first – be independent – help others. These formulas for business and life are rooted in CURO’s foundation and are echoed in every decision we make as a team and with our clients, helping you to achieve your goals and fulfill your dreams for the future, be that a college savings plan for your children, preparing a nest egg for future retirement, or something fun like the aspiration of climbing Mount Kilimanjaro or building your dream home along the shore. We've done it all and we have the Dream Wall to prove it! More importantly, our clients know that we sincerely mean it when we say, “We’re in this together.” It's a catchphrase that not only applies to our clients, but also to each other.