Cathy Curtis, CFP®
Personal Information
Organization / Workplace
Curtis Financial Planning, LLCLocation
San Francisco Bay Area United StatesOccupation
Financial Advisor Specializing in the Finances of Women and Their FamiliesIndustry
Finance / Banking / Insurance
About
Hello! I'm Cathy Curtis. I'm a fee-only independent financial advisor and CEO of my firm, Curtis Financial Planning. As a Certified Financial Planner™, registered investment advisor (RIA), and member of NAPFA (National Association for Personal Financial Advisors) I have taken a fiduciary oath to put my clients best interest first at all times. Going into the field of financial advice, it's the only model that made sense to me. I became a financial advisor first off because I was passionate about personal finance and investing. Secondly, I wanted to be of service to people - I wanted to have a positive influence on people's lives. Money matters are complicated and many don't have the .