Cathy Curtis (CFP®)

Cathy Curtis focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

Curtis Financial Planning, offers fee only financial planning and investment advise to individuals, families and small businesses. Cathy Curtis, Financial Advisor, specializes in the unique needs of women and their families. She works with many women who are experiencing a transition of some kind whether it be receiving an inheritance, going through a divorce or widowhood, or starting a new job. Services include ongoing investment management and comprehensive financial planning. 

NAPFA Start Date

June 20, 2008


This Office

525 Bellevue Ave Ste 313 Oakland, CA 94610-5027 Phone: (510) 451-3528