About Cathy Curtis, CFP®
Meet the Founder
Cathy Curtis, CFP®
Ask anyone in her family, and they will tell you that Cathy was born with a brain for business. Her favorite game as a child was something she created called “Important Papers.” She would collect old bills and invoices that her dad was ready to discard and tell her siblings they were “playing business." She developed a fascination with the stock market and how companies worked and started investing her own money at a young age. This interest in investing led to a desire to build a career in personal finance. She soon discovered she enjoyed working with women clients who, like herself, wanted to be successful financially. She does this work from a place of passion, integrity, expertise, and a deep caring for her clients' well-being. In addition to the business of financial planning, Cathy is an author, teacher, and podcaster - she pursues these endeavors to educate her clients and other women about the importance of planning, investing, and feeling financially empowered.
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.
For the last seven 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.
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.