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Cathy Curtis, CFP®

Let's get to know each other better.

Thank you very much for your interest in Curtis Financial Planning! Due to an increase in new clients over the last few months and our commitment to maintaining a high level of service and attention to all of our clients, we currently have an application to schedule an introductory meeting with Cathy.

We just ask that you answer a few questions to help us get to know you better and determine if our expertise is a match for your financial situation. Please be sure to review our Annual Fee Schedule before applying — you can find it here. Please click the button below to get started, and we’ll be in touch as soon as possible to schedule an introductory meeting. Thank you for your understanding and patience.

Get in touch


2655 Haverhill Drive
Oakland, CA 94611

Contact Us

Phone : +1 (510) 451-3528


Our Hours

MON-FRI: 9:00 AM – 5:00 PM PT


Curtis Financial Planning