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Cathy Curtis, CFP®

Helping Independent Women Thrive Today And Plan For Tomorrow

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Curtis Financial Planning Cathy Curtis, CFP®
Oakland, CA

Serving Clients Nationwide

Helping Independent Women Thrive Today And Plan For Tomorrow

(510) 451-3528

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes
  • Women & Wealth

About Me

Ask anyone in her family, and they will tell you that Cathy Curtis was born with a brain for business. Her favorite game as a child was something she created called “Important Papers.” She would collect old bills and invoices that her dad was ready to discard and tell her siblings they were “playing business."

Cathy developed a fascination with the stock market and how companies worked and started investing her own money at a young age. This interest in investing led to a desire to build a career in personal finance. She soon discovered she enjoyed working with women clients who, like herself, wanted to be successful financially. She does this work from a place of passion, integrity, expertise, and a deep caring for her clients' well-being.

In addition to the business of financial planning, Cathy is an author, teacher, and podcaster - she pursues these endeavors to educate her clients and other women about the importance of planning, investing, and feeling financially empowered.

OUTSIDE THE OFFICE

Cathy has been an Assistant Adjunct Professor at Mills College in Oakland, California, teaching young women about personal finance. She stays current on personal finance topics through her affiliations with The National Association for Personal Financial Advisors (NAPFA) and the Certified Financial Planner Board of Standards (CFP®). In addition, Cathy is a member of several peer mastermind groups whose purpose is to share best practices on running an advisory business, financial strategies, and working with clients.

For more than a decade, Cathy was an active volunteer and board member for The Center for Urban Education about Sustainable Agriculture (CUESA)(renamed “Foodwise” in 2022) based in San Francisco and program chair for The Commonwealth Club of San Francisco. Now, she promotes awareness of various community nonprofit organizations and small businesses through her podcast, Financial Finesse, by interviewing the smart, savvy women to advance their missions.

On weekends, you can find Cathy at the farmers market, meeting friends for breakfast and buying produce to create beautiful meals later in the day with her husband, Rob. She is an avid reader and always has a stack of books halfway to the ceiling beside her bed. She is somewhat of a fitness fanatic and loves Pilates and yoga, as well as working out with weights, hiking, cycling, and swimming. A former tennis player, Cathy just took up Pickleball and likes it so far.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • National Association of Personal Financial Advisors
  • The AGC

Primary Location

2655 Haverhill Drive Oakland, CA 94611

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

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 a waitlist to schedule an introductory meeting with Cathy. Click the 'Book Intro Call' button above to learn more.

Offers Investment Management

Yes

About our Firm

FINANCIAL PLANNING & INVESTMENT MANAGEMENT FOR INDEPENDENT WOMEN

We know that you could manage the details of your financial life yourself. We also know that not everyone wants to be a financial expert. It takes time and becomes a chore.

You want to take advantage of financial strategies that can benefit you, but your time is limited. That’s where Curtis Financial Planning steps in. Our goal is to be your financial advocate and partner to ensure you make the smartest moves with your money. Whether it be retirement, tax or estate planning, investments, charitable giving, insurance or cash flow, we have the expertise to help you make sound financial decisions now and for your future.

Our Awesome Clients

We specialize in helping self-made women and female-led households who want to delegate their ongoing financial planning and wealth management needs to a trusted advisor. Many of our clients come to us because they’re seeking more control over their day-to-day finances, navigating a major life change, or planning for the future.

✅ FIDUCIARY DUTY: As a fee-only Registered Investment Advisor, we are legally bound to provide you with the highest standard of care.

✅ UNBIASED ADVICE: We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice.

✅ RESPONSIBLE INVESTING: We consider both financial gain and social and environmental impact when making investment decisions on behalf of our clients.

Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by scheduling an introductory call with Cathy.

Education

University of California, Berkeley Certificate, Financial Planning | University of California, Berkeley, BA, Social Sciences, Public Policy

Badges

Hobbies and Interests

  • Cycling
  • Hiking
  • Reading
  • Swimming
  • Working Out
  • Yoga

SEC Lookup

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Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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