Cathy Curtis, CFP, is the founder of Curtis Financial Planning, a fee-only firm in Oakland, California, that works primarily with women building and managing wealth on their own terms. She started the practice after growing her own savings through real estate and the stock market, and she now concentrates on clients navigating major transitions, sudden wealth, and long-term investing. Curtis is a NAPFA member and has been named to the Investopedia 100 list of top advisors for several consecutive years. She also teaches personal finance and contributes to national financial media. Her firm provides investment management and comprehensive planning for a transparent fee, with no commissions or product sales. The focus is practical: helping clients turn income and assets into lasting financial independence.
Fee-Only