
Featured Media Content

Cathy Curtis in the Media
As a leader in her field, Cathy Curtis, CFP® is regularly sought after to share the wisdom and experience she has gained from helping women secure their finances for more than two decades.
As Featured In






Recent Articles
How the S&P 500 performed after 10 previous government shutdowns
CNBC | October 7, 2025
As markets absorb tariff news, it’s a wake-up call for individual investors, experts say
CNBC | February 3, 2025
Here’s what should be on your financial to-do list for 2025, top advisors say
CNBC | December 30, 2024
Op-ed: Embrace community over consumerism. It may be the secret to a more satisfying life
CNBC | February 5, 2024
Here are some moves investors can make when the market is soaring, financial advisors say
CNBC | December 31, 2023
Exchange-traded funds ‘have come a long way,’ advisor says. How to use them in your portfolio
CNBC | November 20, 2023
New retirees will face financial surprises. Advisors share how to stay ahead of those shocks
CNBC | September 28, 2022
25 Things You Should Never Do With Your Money
Yahoo! | August 31, 2022
When Do You Need a Financial Advisor? Experts Explain
Marie Claire | June 21, 2022
Before you start investing, here’s what experts want you to know
CNBC | June 12, 2022
Op-ed: While green investments are underperforming, investors need to remain patient
CNBC | March 28, 2022
Op-ed: Here’s why women’s money decisions will shape the future for the U.S.
CNBC | November 30, 2021
Op-ed: The future of socially responsible investing is in female hands
CNBC | November 10, 2021
Podcast Episodes
What Every Woman Needs to Know About Money: How to Build Wealth and a Lasting Legacy
The Legacy of Love | April 14, 2025
How to Sell Your Value and Other Lessons Learned from Running a Solo Practice for 25 Years
XYPN Radio | April 3, 2024
Finding Happiness…Through Budgeting Spreadsheets with Cathy Curtis, CFP®
You’re a Financial Planner… Now What? (FPA) | Episode 221
Growing a Business in Wealth Management with Cathy Curtis
MSU Wealth Management Association | January 19, 2022
Branding, Social Media and Podcasting that Lights You Up and Feeds Your Soul
In the Suite Podcast | March 29, 2021
Finding Happiness…Through Budgeting Spreadsheets
You’re a Financial Planner, Now What? | September 22, 2020
Getting Local Clients Via Google Search With A Niche Of Serving Independent Women
Financial Advisor Success Podcast | September 24, 2019
Awards & Accolades
Cathy Curtis Named Among InvestmentNews’ Women to Watch in 2020
InvestmentNews | November 23, 2021

Investopedia 100 Top Financial Advisors
Investopedia | 2017–2023

