Back to Search Favorites List

Cathy Curtis (CFP®)

Cathy Curtis focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Curtis Financial Planning offers fee-only financial planning and investment advisory services to single women or women who take the lead in household finances and who want an expert to help them so they can focus on the rest of their lives.   Services include ongoing investment management and holistic financial planning. Holistic or comprehensive planning looks at all aspects of a person's finances, including but not limited to cash flow, goal setting, taxes, estate planning, employee benefits, retirement planning, and insurance needs. 

Additional Information

In addition to running her firm and working with clients, Cathy is a frequent public speaker on topics such as working with women clients and social media marketing. She is a member of the CNBC Digital Financial Council - a group of financial advisors around the U.S. dedicated to financial literacy. Cathy is on Investopedia's top 100 list of the most influential advisors. She started a podcast called Financial Finesse and taught Personal Finance courses at Mills College in Oakland, CA

NAPFA Start Date

June 20, 2008

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

2655 Haverhill Drive OAKLAND, CA 94611 Phone: (510) 451-3528
View
Visit Website