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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.

InvestmentNews Women to Watch

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 Curtis Investopedia Top 100

For the last eight years, Cathy has been named an Investopedia 100 Top Financial Advisor, and she was named among the top ten Most Influential Advisors of 2020. 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 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.

For more than a decade, Cathy was an active volunteer and board member for The Center for Urban Education about Sustainable Agriculture (CUESA)(renamed “Foodwise” in 2022) based in San Francisco and program chair for The Commonwealth Club of San Francisco. Now, she promotes awareness of various community nonprofit organizations and small businesses through her podcast, Financial Finesse, by interviewing the smart, savvy women to advance their missions.

Cathy Curtis, CFP®

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. 

Cathy Curtis, CFP®
Curtis Financial Planning