Cathy Curtis - Financial Planning

About Cathy CurtisAbout Cathy Curtis

Passion – Empathy – Transparency – Service – Trust

These are five qualities that Cathy Curtis brings to her business and her relationships with her clients. Ask anyone in her family, and they will tell you that Cathy was born with a brain for business. Her favorite game growing up 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.”

Even though the days of “Important Papers” have passed, Cathy has engaged her skills to help women get clarity and feel confident about their finances.

Since launching her firm over 18 years ago, Cathy has worked to provide a fresh perspective about money. She understands that money management is not everyone’s favorite topic or pastime. Financial inertia is real. Cathy works with her clients to become financial ninjas instead!  Her clients are busy, smart women – single, divorced, widowed, married, partnered – who are responsible for their finances.

Professional Affiliations

Cathy is a CERTIFIED FINANCIAL PLANNER™ and has expertise in comprehensive planning and investment management. Cathy stays current on personal finance topics through her affiliations with The National Association for Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA)  and the Certified Financial Planner Board of Standards (CFP®).

Speaker, Blogger, Teacher

Cathy is a public speaker and quoted expert and helps educate the public about personal finance through her position on the CNBC Financial Advisor Council and by writing for her blog, Of Independent Means. She is also an Assistant Adjunct Professor at Mills College teaching Personal Finance to graduate-level students.

Cathy in the News

Cathy Curtis News Contributions

Outside The Office

Cathy is an active volunteer with The Center for Urban Education about Sustainable Agriculture (CUESA) based in San Francisco. As a board member, Cathy helps support the vision to “grow thriving communities through the power and joy of local food.”

She also is a program chair for The Commonwealth Club of San Francisco, another venerable San Francisco institution whose mission is to “find truth and turn it loose in the world.”

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 to work out with weights and Pilates, yoga, hike, cycle, and swim.

Selfie with Mills College students

Cathy Curtis - Certified Financial Planner Financial Planning Association NAPFA The Power of Trust

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