Advisor Council

Cathy Curtis

Cathy Curtis
Source: Cathy Curtis
Cathy Curtis

Cathy Curtis, CFP, is the founder and chief executive officer of Curtis Financial Planning, a fee-only financial planning and investment advisory firm that has specialized in the finances of women and their families since 2001. About eight years into running her company, Curtis saw an opportunity to help women investors who were underserved by the financial community at large. In 2008, she decided to focus her firm on women and their unique financial needs in the various stages of their life, from wealth accumulation to retirement to widowhood.

Curtis has been featured in Morningstar Advisor Magazine, The Wall Street Journal, Money Magazine and Financial Planning Magazine Investment News, as well as on CNBC and San Francisco Bay Area TV stations, offering advice and insight as an interviewee and commentator on women-specific issues. She also appears in TV and trade publication pieces focused on the rise of female investment advisors. In 2017, she was named the number 10 Most Influential Financial Advisor in the Investopedia Top 100.

She writes for her blog, Of Independent Means, and also is the author of a budgeting e-book called The Happiness Spreadsheet. She holds workshops for women to guide them through a budgeting process that helps to create a more fulfilling life.

Curtis is a member of the National Association of Personal Financial Advisors and the Financial Planning Association of San Francisco. A resident of Oakland, California, Curtis graduated with a bachelor's degree in environmental studies/public policy from the University of California, Berkeley and went on to study financial planning through UC Berkeley's extension program.

Follow Curtis on Twitter at @cathycurtis.


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