About

Cathy Curtis is a fee-only Certified Financial Planner (CFP) and investment advisor who  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.

Cathy is a sought after speaker making recent appearances at the Commonwealth Club of California, the Women’s Environmental Network, and U.C.  Berkeley’s Women in Business Group.   She is passionate about financial literacy and entrepreneurship for women.

Cathy enjoys living  in the Oakland Hills with her husband of 10 years and is an avid swimmer, regularly indulges in pilates and yoga, and loves to cook and dine out.

Disclosure

Curtis Financial Planning is a division of  ClearRock Capital, LLC.  ClearRock Capital  is a SEC registered investment advisory firm.  The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted. For information concerning the registration status of  ClearRock Capital, LLC., please contact the SEC securities regulators.  A copy of ClearRock Capital’s current written disclosure statement discussing business operations, services, and fees is available upon written request.

All written content on this site is for information purposes only. Opinions expressed therein are solely those of Cathy Curtis, Financial Advisor.  Material presented is believed to be from reliable resources. We make no representations as to the accuracy or completeness of any information prepared by an unaffiliated third party, whether linked to Curtis Financial Planning web site or incorporated herein, and therefore takes no responsibility. All such information is provided solely for convenience purposes only and all users should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Curtis Financial Planning) will be profitable or equal any historical performance level(s).

Certain portions of Curtis Financial Planning’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Curtis Financial Planning (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Curtis Financial Planning, or from any other investment professional. Curtis Financial Planning is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Curtis Financial Planning is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Curtis Financial Planning by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.