Cathy Curtis (CFP®)

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

  • Baby Boomers
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Planning Specialties

Curtis Financial Planning offers fee-only financial planning and investment advisory services to single women or women who take the lead in household finances and who want an expert to help them so they can focus on the rest of their lives.   Services include ongoing investment management and holistic financial planning. Holistic or comprehensive planning looks at all aspects of a person's finances, including but not limited to cash flow, goal setting, taxes, estate planning, employee benefits, retirement planning, and insurance needs. 

Additional Information

In addition to running her firm and working with clients, Cathy is a frequent public speaker on topics such as working with women clients and social media marketing. She is a member of the CNBC Digital Financial Council - a group of financial advisors around the U.S. dedicated to financial literacy. Cathy is on Investopedia's top 100 list of the most influential advisors. She started a podcast called Financial Finesse and taught Personal Finance courses at Mills College in Oakland, CA

NAPFA Start Date

June 20, 2008


This Office

2655 Haverhill Drive OAKLAND, CA 94611 Phone: (510) 451-3528