Curtis Financial PlanningAbout Curtis Financial Planning

Our Mission

Our mission is to help you live well now and in retirement.

  • BE INSPIRED to take control of your future.
  • GET EMPOWERED to discover your untapped opportunities.
  • CREATE MEANING aligned with your deepest values.
  • EMBRACE AMBITION to achieve your maximum potential.

Curtis Financial Planning, LLC, is an independent investment advisory and financial planning firm located in Oakland, California, offering comprehensive financial planning and investment advisory services to independent women. We recognize that women have unique financial concerns. No matter what stage you are in your life, whether you’re in retirement, recently divorced, dancing with the idea of retirement or overwhelmed by an unexpected windfall of inherited money, we want to help you take control of your financial life.

Fiduciary Standard of Care

Our commitment and dedication to our clients is clear. As a Fee-Only Registered Investment Advisor firm, we are legally bound to provide you with the highest standard of care. We can assure you that we always act in good faith and your best interest. We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice.

Our Core Values

We believe in these core values in our engagement with you:

  • TRANSPARENCY: No hidden agendas or fees.
  • FOCUS: We talk less and listen more.
  • HONESTY: Supporting your goals, not your habits.
  • SIMPLICITY: Illuminating what matters.

Find more about Cathy Curtis
Find more about Curtis Financial Planning’s team

Curtis Financial Planning

525 Bellevue Avenue, Suite 313
Oakland, CA  94610

Curtis Financial Planning offices are in the Bellevue Club. Built in 1929, it was originally a women’s athletic club. The building is made of steel and concrete and is a French design of the Louis XIV and XV periods. It is now a social and athletic membership club.

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