About Cathy Curtis, CFP®
Meet the Founder
Cathy Curtis, CFP®
Your Trusted Financial Advocate
At Curtis Financial Planning, we know every woman's financial journey is unique. I, Cathy Curtis, founded this practice as a financial planner and someone who has walked the path I now guide my clients through. I successfully navigated the challenges of building wealth as a single woman, investing wisely in real estate and the stock market, eventually empowering me to start my own business. I am happily married now, but still maintain my financial independence.Unlike larger firms, I maintain a boutique practice, allowing me to work personally with each client. This personalized approach fosters a deep, lasting relationship, enabling me to tailor strategies that align with your personal and financial aspirations.
My journey as a single woman who took charge of her financial destiny resonates with many of my clients. This firsthand experience equips me with a unique perspective and understanding, especially when advising women who manage their finances independently or are the primary financial decision-makers in their households.
Specializing in helping women achieve financial independence, I combine my professional expertise with my insights to empower you. Whether navigating major life transitions or aiming for long-term security, I aim to help you achieve a prosperous and financially secure future.
In 2020, Cathy was named one of InvestmentNews' Women to Watch based on her proven ability to effect change in the financial advisory industry, specifically by serving as a role model to other female financial professionals and donating her time to educate her community on personal finance.
Cathy was named to the Investopedia Top 100 Financial Advisors list each year the ranking was published (2017–2023). The Investopedia 100 celebrates financial advisors who are making significant contributions to critical conversations about financial literacy and wealth management.
Cathy is a CERTIFIED FINANCIAL PLANNER™. The CFP® certification is recognized as the standard of excellence for the financial planning profession. CFP® professionals have met extensive training and experience requirements, and commit to CFP Board's ethical standards that require them to put their clients' interests first.
Outside the Office
Cathy has been an Assistant Adjunct Professor (in 2019 and 2021) at Mills College in Oakland, California, teaching young women about personal finance. She stays current on personal finance topics through her affiliations with The National Association for Personal Financial Advisors (NAPFA) and the Certified Financial Planner Board of Standards (CFP®). In addition, Cathy is a member of several peer mastermind groups whose purpose is to share best practices on running an advisory business, financial strategies, and working with clients.
Cathy has a long history of community leadership in the San Francisco Bay Area. She served for nearly a decade on the board of Foodwise (formerly CUESA), the nonprofit behind San Francisco’s Ferry Plaza Farmers Market, including terms as Vice President and Board President. She also spent more than 16 years developing programs for the Commonwealth Club of California, primarily through its Bay Gourmet and Food Matters forums, bringing together thought leaders to explore food, sustainability, entrepreneurship and culture. Her involvement with the Club continues today as a Commonwealth Club travel host, accompanying members on educational and cultural journeys around the world and serving as a liaison between travelers, tour leaders and the Club. Cathy also shares her perspective on money, life and financial independence through her writing, including her blog and Substack, Of Independent Means. Thank you!
On weekends, you can find Cathy at the farmers market, meeting friends for breakfast and buying produce to create beautiful meals later in the day with her husband, Rob. She is an avid reader and always has a stack of books halfway to the ceiling beside her bed. She is somewhat of a fitness fanatic and loves Pilates and yoga, as well as working out with weights, hiking, cycling and swimming. A former tennis player, Cathy just took up Pickleball and likes it so far.
Ready to take control of your financial future?
Our goal is to be your fiduciary financial partner so that you can focus on your personal and professional life. If you’re ready to delegate the details of your finances to an expert, get started today by scheduling an introductory call with Cathy.
