Senta Curran, CFP®
Financial Advisor, CLU®, CFP®, ChFC, CLTC, MBA
In The Community
My goal is to assist women with making important fiscal decisions.
– Senta Curran
Senta Curran brings three facets essential to the success of the Quest Financial Services team and the accomplishment of the shared goal to provide personalized service. Senta has a burning passion to help others, an unquenchable thirst for learning and the solid foundation of decades of experience.
Senta states, "This business is about building strong relationships, understanding the essential needs of your clients and delivering on your promises." She holds a strong belief that a financial planner's job goes beyond the numbers. She adds, "If you are doing your job well, you are there through life's difficult and prosperous times alike, you are a coach, advisor and confidant." Senta has followed her thirst for learning to gain two bachelor's degrees, a Certified Financial Planner designation and an MBA (Master of Business Administration) ChFC (Chartered Financial Consultant) CLU (Chartered Life Underwriter)-CLTC.
She adheres to the belief, "Those who dare to teach, must never cease to learn." It is her intention to utilize this knowledge base to empower women through Women's Quest, a local symposium dedicated to Investing In The Success of Women. Senta says, "According to FAmag.com, nine in ten women will, at some point in their lifetime, be the sole financial decision-makers for their household. My goal is to continuously explore ways to open this vital discussion and assist women with making important fiscal decisions." She embraces this role and has dedicated her career to this responsibility.
Phone 845.744.3074 Email firstname.lastname@example.org
When you go grow up in an area and you attend the schools and your clients are your neighbors, former teachers and colleagues you have a strong sense of dedication. This is OUR community. I’m very proud to have raised my children locally and feel a certain responsibility to give back.
In this section of the website you will find the various projects that we dedicate our resources to. These endeavors include community service, contributions and education.
During the Winter Celebration this year we proudly participated in the program below. It was a special event. Please take a look to learn more. Young Heroes of Warwick: Ambers’ Butterflies & her Beautiful Heart Creates Life Changing Charity / Posted on August 11, 2018 by Warwick Dispatch
Education. Appreciation. Fun!
I thoroughly enjoy providing special events for my clients. These fall in three separate categories: educational, entertaining and charitable. Please note, some events are Quest Financial Public Events such as Shred Day and Teacher Appreciation and others are advisor-specific such as Renegades baseball, wine tasting, etc.
See below for upcoming events:
Please click on the link below to log-in to your online account. Should you need help contact us:
PHONE 845.744.3074 EMAIL SENTA@QUESTFINANCIALSERVICES.COM
Personalized service with a clear action plan.
Taking action begins with understanding your complete story. The more detailed you are about your current situation and your desires for the future, the greater the possibility to achieve.
This all begins with filling out the Client Profile. Please click below to get started.
Start client profile