Cathy Curtis - Financial Planning

About Cathy CurtisAbout Cathy Curtis

Passion. Empathy. Transparency. Service. Trust.

These are the five pillars that Cathy Curtis, CFP®, has built her business and her life on.
Cathy is fueled by passion for what she does. She has experienced the challenges that many women face in building financial freedom, and has empathy to share with her clients. She believes in total transparency, there are no hidden costs or behind-the-scenes incentives. In this way, she provides a completely fiduciary service to her clients. All of the guidance she gives her clients is in their best interest, which creates trust and ensures they’re receiving the best advice possible.

Ask anyone in her family, and they will tell you that Cathy was born with a brain for business and finance. 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” may have passed, she’s still focused on building this business, Curtis Financial Planning. She’s passionate about providing a valuable service to her clients, and loves being in a profession that has a positive impact on people’s lives.

Since launching her financial planning practice over 17 years ago, Cathy has worked with her clients to provide a fresh perspective about money. Her clients are busy, smart women who are motivated to adopt  financial habits to grow and protect their wealth. Cathy is driven to help her clients achieve both their financial goals and, in a broader sense, their life goals by using money as a source of choice, security, and liberation.

Recognized Expert

Cathy is a recognized expert in her industry and has been featured or quoted in news outlets such as CNBC, KTVU 2, Morningstar Advisor Magazine, Financial Planning Magazine, Investment News, More Magazine, Working Mother and Dow Jones. She is a frequent public speaker on women’s personal finances and has presented to The Commonwealth Club of California, Women’s Environmental Network, Women in Consulting, the Financial Planning Association, TD Ameritrade, and the National Association of Women Business Owners. She is a member of The CNBC Financial Advisor Council, a group of financial advisors around the country who are changing the world of financial advice.

Cathy Curtis News Contributions

Speaking and Community Involvement

Born and raised in San Francisco, Cathy loves being local to California. She’s currently located in Oakland, and is the acting Food Matters Forum Chair of The Commonwealth Club of California. She also on the Board of Directors for CUESA- The Center for Urban Education About Sustainable Agriculture. She is a member of NAPFA-The National Association for Personal Financial Advisors and the FPA-Financial Planning Association.

As much as she loves the California sunshine, she’s always ready to travel for conferences and speaking opportunities! If you’d like to contact her to book a speaking engagement, download her Speaker’s Kit here, or contact her directly.

When Cathy isn’t working with clients or on the road at an event, she’s likely caught up in a good book, trying out a new gourmet recipe at home with friends, enjoying the outdoors with her husband Rob, or in the swimming pool. She loves enjoying life, and loves that her work helps her clients do the same!

Cathy Curtis - Financial Planner

Professional images © Laurie Chapman

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

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