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March 19, 2020

Advisors Weigh In: How to Address Volatility and Recession Concerns

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Expertise: Best Financial Advisors in Oakland 2020

February 2020

Best Financial Advisors in Oakland 2020

Read the article


March 19, 2020 — Advisors Weigh In: How to Address Volatility and Recession Concerns   Investopedia

March 12, 2020 — Advisors: How To Talk To Clients About Refinancing   Investopedia

February 2020 — Best Financial Advisors in Oakland 2020   Expertise


October 2018 — What To Watch Out For If You Want to Jump On the Cannabis Bandwagon  CNBC

October 2018 — How You Can Save For Retirement, Even If You Your Employer Doesn’t Offer a 401(k)  CNBC

October 2018 — Best Auto Loans for 2018  The Simple Dollar

October 2018 — How Women Should Be Saving For Retirement  Live Career

May 2018Best of Oakland 2018, Curtis Financial Planning  Oakland Magazine

May 2018A woman you can count on. Meet financial planner Cathy Curtis  Montclair Living

March 12, 2018 — It’s key to get ahead of the 2018 tax season: Advisors

February 27, 2018 — Market shocks should be wake-up call for investors: Advisors

2017 - Click to view

December 11, 2017 – Bitcoin smells like a bubble to CNBC advisor council

July 26, 2017 – ‘This is not going to work’: Screening out problematic

May 19, 2017 – 4 Great Savings Accounts for Grandchildren

May 3, 2017 – Baby Boomers Admit Their Biggest Money

April 3, 2017 – Finserv People to Follow XTIVA Financial Systems Blog


October / November 2016 — Passion to Help — Cathy Curtis became a financial planner to help women and families MorningStar Magazine Investor Profile
Download a pdf of the article here.

March 17, 2016 — 8 ways to give your investments a spring

March 2016 — 12 things you should never do with your money, Argent Credit Unionwebsite


December 2014 — 10 Money Resolutions You Should Make This

July 2014 — Cathy Named Top 30 Personal Finance

April 2014 — Solo-k: Smart Retirement Planning for Self-Employed, DailyFinance

February 2014 — Buying your own home? Read this

February 2014 — Don’t overlook these tax


December 2013 — Going, Going … Many Key Tax Deductions Set to Expire, DailyFinance

December 2013 — How Young Couples Can Plan a Smooth Money MergerNerd Wallet

October 2013 — Cathy Curtis was chosen to be part of the inaugural CNBC Financial Advisory Council

October 2013 — Coaching Women Clients in Retirement, Financial Planning Magazine

August 2013 — 7 Real Retirement Worries to Focus OnYahoo! Finance

April 2013 — To Be Successful with Female Clients, Make It PersonalInvestment News


October 2012 — Think Social Media Doesn’t Work? Think Again. Financial Planning Magazine

May/June 201 — How to Promote Your Practice on the Fastest-Growing Social Media Site Today: PinterestFPA Practice Management Center

May 2012 — Success and Chocolate Interview of Cathy CurtisSuccess and Chocolate Blog

April 2012 — Advisor Triples Assets by Making Her Firm Female Friendly, Investment News

March 2012 — Pin ItFinancial Advisor Magazine

February 2012 — Proof That Social Media Works, Financial Advisor Magazine

February 2012 — To Reach Clients Through Social Media, Talk About Yourself, Financial Planning Magazine


August 2011 — Financial Experts Advise Against Panic During Uncertainty, KGO-TV San Francisco

August 2011 — Pre-retirees Are Concerned But They Aren’t Panicking, InvestmentNews

August 2011 — What Web-Savvy Advisors Are Doing Right Now, Bank Investment Consultant

April 2011 — Save Money by Shopping in Your own Closet with a Wardrobe Stylist, San Francisco Bay Area Women’s Journal

March 2011 — Health Care Reform: What You Should Know, San Francisco Bay Area Women’s Journal

February 2011 — Beat the Inflation Enemy: 6 Ways to Manage Your Mone, San Francisco Bay Area Women’s Journal

February 2011 — Women Advisors: The Future Begins Now, Financial Planning Magazine

January 2011 — How to Tweet Your Way to Retirement GoalsUS News & World Report


October 2010 — Planning with Women In MindWall Street Journal Blog

October 2010 — A Quick Trip Around the World With Ian Bremmer, Morningstar Advisor

September 2010 — The Consequences of Mortgage Industry Reform, Morningstar Advisor

August 2010 — (Lack of) Women in Fund Management, Morningstar Advisor

July 2010 — Personal Wealth: How to Handle a Financial Windfall, San Francisco Bay Area Women’s Journal

June 2010 — Exposing the Truth About the American Dream, Morningstar Advisor

June 2010 — Ups and Downs of the Stock Market: What’s the Impact on Your Investments, San Francisco Bay Area Women’s Journal

May 2010 — Making the Peace with Volatility, Morningstar Advisor

May 2010 — Manage Your Budget with Envelopes, San Francisco Bay Area Women’s Journal

May 2010 — Despite Market Plunge, Investors Take Risks, KGO-TV San Francisco

April 2010 — Be Very Careful, Morningstar Advisor

March 2010: A Roth IRA (of Sorts) for Health Care, Morningstar Advisor

March 2010 — The Sad Road to the Short Sale, Morningstar Advisor

March 2010 — Managerial Men Continue to Lag in Pay, Promotions, Morningstar Advisor

March 2010 — How to Indulge Your San Francisco Foodie Passion on a Budget, San Francisco Bay Area Women’s Journal

February 2010 — From Financial Fuzziness to Financial Clarity, San Francisco Bay Area Women’s Journal

February 2010 — When Affluent Are Strapped for Cash, Morningstar Advisor

January 2010 — 10 Simple Truths About Money, San Francisco Bay Area Women’s Journal


December 2009 — Tip: Create A New Budget When You’re Unemployed, It’s the Job Blog

November 2009 — What Financial Planners Do, Morningstar Advisor

October 2009 — Gen X-ers Struggle, Morningstar Advisor

September 2009 — What an Excellent Investment Advisor Does, Morningstar Advisor

May 2009 — Money Makeover: Cleaning up an Out-of-Whack Portfolio, Money Magazine

April 2009 — The Mess They LeftThe Wall Street Journal

April 2009 — Time Is Money – Financial Freedom Your WayWorking Mother Magazine

March 2009 — Do you Need a Financial Planner, BlogHer

March 2009 — Small Dose of Short Funds Might Act As A SalveChicago Tribune


October 2008 — Cash is Looking Better As An InvestmentThe Wall Street Journal

August 2008 — View From the Bay, KGO-TV San Francisco

July 2008 — When to Think About TomorrowThe Wall Street Journal

March 2008 — Freedom After 50Oakland Magazine