Cathy Curtis is an independent fee only Certified Financial Planner (CFP) and investment advisor. She opened her firm, Curtis Financial Planning in 2001 and specializes in the finances of women, their families and businesses. She acts as a fiduciary for her clients, putting their best interests first at all times. Curtis Financial Planning offers comprehensive financial planning, financial consulting, and portfolio management services.
Cathy is a sought after speaker making recent appearances at the Commonwealth Club of California, the Women’s Environmental Network, and UC Berkeley’s Women in Business Group. She is passionate about financial literacy and entrepreneurship and is a mentor/teacher for the Hatch Network, a modern business school for women.
Cathy enjoys living in the Oakland Hills with her husband of 7 years and is an avid swimmer, regularly indulges in pilates and yoga, and loves to cook and dine out.