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Cathy Curtis speaks on a variety of financial planning and investment topics for women in the San Francisco Bay Area. Schedule Cathy to speak at your next event.

Cathy Curtis speaks on a variety of financial planning and investment topics for women in the San Francisco Bay Area. Schedule Cathy to speak at your next event.

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Speakers Kit Speakers Kit Document Transcript

  • Speakers Press KitCathy Curtis, CFP®Curtis Financial PlanningFOR SAVVY WOMEN, THEIR FAMILIES AND THEIR BUSINESSESPhone: 510-451-3528Email: cathy@curtisfinancialplanning.comWebsite: www.curtisfinancialplanning.comwww.twitter.com/curtisfinancialwww.linkedin.com/curtisfinancial
  • About Cathy Curtis As a fee-only investment Community Service and Memberships advisor and financial planner, • The Commonwealth Club of California, Program Cathy Curtis is focused on Director, Bay Gourmet helping women overcome their • Member of the Board of Directors, CUESA (Center unique challenges and identify for Urban Education about Sustainable Agriculture) opportunities through effective • Member of Advisory Council, CAFF (Community financial and investment Alliance for Family Farmers) planning. Her goal is to form a fiduciary relationship—one Has Presented To bound by trust and an obligation • The Commonwealth Club of Californiato act in the best interests of clients at all times. • Women’s Environmental NetworkMs. Curtis enjoys working with independent women who • American Society of Women Accountantsare savvy and educated but who want to outsource their • Make Mine a Million $ Business SF Meetup Grouppersonal finance responsibilities. She likes that some of • BABS – Bay Area Bloggers Societyher clients refer to her as their “financial wife.” She also • Berkeley Women in Business (BWIB)works with many couples where one partner wants the • Hult International Business Schoolother to be more involved in the household finances. • National Association of Personal FinancialShe is an advocate for financial literacy and to this end Advisors – NorCal Groupwrites for her own blog “Of Independent Means” and isa frequent public speaker on personal finance topics. • Financial Planning Association of S.F. • San Francisco Association of RealtorsCathy lives in the Oakland Hills with her husband of • National Association of Women Business Owners 10 years and is a native San Franciscan. Prior to her (NAWBO)career in financial services, Cathy was in the packaged • National Association of Nutrition Professionalsfood industry specializing in sales and marketing (NANP)management. She changed careers in order to pursue • YWCA Young Women and Money Conferenceher passion for personal finance and investing and alsoto make a larger contribution to the community by Has Been Featured Inhelping people with their finances. She has found that • San Francisco Bay Area Women’s Journalpeople who take the time to get their financial houses in • Morningstar Advisor blog, Markets & The Economyorder generally lead happier lives, and it’s inspiring to bea part of that process. • Investment News • Money MagazineEducation • The Wall Street Journal• University of California, Berkeley, Bachelor of Arts, • Working Mother Public Policy • Chicago Tribune• University of California, Berkeley, Personal Financial Planning Program • KGO-TV, ABC 7 • KTVU 2Industry Affiliations • Financial Planning Magazine• Member, National Association of Personal Financial • Success and Chocolate Blog Advisors (NAPFA)• Member, Financial Planning Association (FPA)• Member, Financial Women’s Association 3824 Grand Avenue, Suite 100, Oakland, CA 94610 | 510-451-3528 | info@curtisfinancialplanning.com | www.curtisfinancialplanning.com
  • Programs Offered Cathy Curtis is available to speak on a range of financial and business topics, including: The Happiness Spreadsheet: How to Create a Life Aligned with Your Values, Beliefs and Ideals Cathy will discuss steps you can take to optimize your spending in ways that make your life more fulfilling. She’ll share tips on how to identify what makes you happy and offer guidance on creating a Happiness Budget so that you can create a balanced, healthy approach to spending. The Simple Truths About Money: Cathy will explain the simple but powerful truths about money and how to apply 10 them to everyday spending, investment strategies, and long-term planning. Using her “10 Simple Truths,” she’ll discuss strategies and actions for a renewed sense of control over financial matters in the face of economic uncertainties. s i m p l e t r u t h s a b o u t m o n e yng Socially Responsible Investing: Cathy will discuss socially-responsible mutual funds, identify socially-responsible investment companies, and explain how to produce a financial plan that reflects one’s socially responsible values. Women Entrepreneurs: Cathy will discuss some of the unique challenges and opportunities that come with being a woman entrepreneur. Conquering Cash Flow: Tips and Tools for Managing Variable Income Cathy will discuss how individuals with variable or unpredictable income, such as the self-employed, can better manage cash flow and budgeting. She’ll share tips and tools to ease the pain and increase earning potential. 3824 Grand Avenue, Suite 100, Oakland, CA 94610 | 510-451-3528 | info@curtisfinancialplanning.com | www.curtisfinancialplanning.com
  • Speaking Roster Cathy Curtis has shared her expertise on a range of financial and business topics, including: “The Emerging Role of Social Media in Financial Services” July 2011, LinkedIn, New York, NY “Conquering Cash Flow: Tips and Tools for Managing Variable Income” July 2011, SFAR, The San Francisco Association of REALTORS®, San Francisco, CA “Bay Area Business Mavens: Panel Discussion with Women Entrepreneurs” January 2011, Hult Marketing Club, San Francisco, CA “The Pros and Cons of International Investing” October 2010, The Commonwealth Club, San Francisco, CA “Girls Gotta Do Business: The Rising Force of Women Entrepreneurs” - Moderator August 2010, The Commonwealth Club, San Francisco, CA “Outliers and Outperformers: Women in Fund Management” - Moderator July 2010, The Commonwealth Club, San Francisco, CAF inanCial P lanningurtisfinacialplanning.com 10 s i m p l e a b o u t t r u t h s m o n e y “The Simple Truths About Money” February 2010, National Association of Women Business Owners, Oakland, CA “Tips, Tools and Tricks to Make Twitter Work for Your Consulting Business” September 2009, Women in Consulting, San Francisco, CA “Financial Planning for Savvy, Socially Responsible Women” June 2009, Women’s Environmental Network, Oakland, CA “Entrepreneurial Women in the Food Biz” May 2009, The Commonwealth Club, San Francisco, CA 3824 Grand Avenue, Suite 100, Oakland, CA 94610 | 510-451-3528 | info@curtisfinancialplanning.com | www.curtisfinancialplanning.com
  • To Schedule A Presentation Contact:Cathy Curtis, CFP®Curtis Financial Planning3824 Grand Avenue, Suite 100Oakland, CA 94610Phone: 510-451-3528Email: cathy@curtisfinancialplanning.com