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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®
Piedmont, California

Serving Clients Nationwide

Helping Independent Women Thrive Today And Plan For Tomorrow

Areas of Focus

  • Education Funding
  • Financial Life Planning
  • Investment Management
  • Living in Retirement
  • Taxes

About Me

Get to Know Cathy Curtis:

Ask anyone in her family, and they will tell you that Cathy 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.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Piedmont, California, 94611

Meeting Options

  • Video Conference
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Thank you very much for your interest in Curtis Financial Planning! 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. To join our waitlist, please click the 'Book Intro Call' button above. We ask that you first answer a few questions to help us get to know you better and determine if our expertise is a match for your financial planning needs. After you complete the form, we’ll be in touch as soon as possible to schedule an introductory meeting. Thank you for your understanding and patience.

Offers Investment Management

Yes

About our Firm

Curtis Financial Planning is an independent, fee-only financial planning and investment advisory firm located in Oakland, California, near the border of the city of Piedmont. The firm specializes in the finances of independent women. Curtis Financial Plannings's goal is to form a confidential fiduciary relationship with you – one that is bound by trust and an obligation to act in your best interest at all times.

Women Have Distinct Needs:

A primary concern of women is that they will be old and poor. And the simple truth is that women do have unique planning needs. Look at these facts:

✅ 80% of American women will find themselves the sole keepers of their personal finances at some point during their lives, however, most of those women feel financially insecure, despite controlling more wealth, having more education and being more involved in financial decisions.

✅ Women make on average 70-75% of what men make in similar occupations.

✅ Women's careers are often interrupted by family needs, both childcare and eldercare which limits their opportunity for income growth.

✅ 50% of all women fear losing everything and becoming bag ladies (48% of women who earn $100,000 or more annually fear this).

✅ Two-thirds of women over age 65 rely on Social Security as their primary source of income. Consequently, women are twice as likely as men to live out their golden years at or below poverty levels.

That is why it is so vital that women plan, save, and invest for financial security: it is not money that makes people financially successful, it is time.

Education

University of California, Berkeley, BA Social Sciences, Public Policy

Volunteer Experience

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.

Awards and Honors

  • InvestmentNews Women to Watch
  • Investopedia 100 Top Financial Advisor 2021

Badges

Languages

  • English

Hobbies and Interests

  • Cooking
  • Cycling
  • Entertaining
  • Exercising
  • Hiking
  • Music
  • Reading
  • Swimming
  • Theater
  • Traveling
  • Volunteering
  • Walking
  • Wine
  • Working Out
  • Writing
  • Yoga

Who We Serve

  • Baby Boomers
  • Business Owners
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • LGBTQ
  • Living in Retirement
  • Single Women
  • Widow
  • Women in Transition
  • Women Professionals
  • Women’s Finance

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