Advisor Council

Cathy Curtis, CFP

Courtesy Cathy Curtis

Cathy Curtis is a certified financial planner and the founder and CEO of Curtis Financial Planning, a fee-only financial planning and investment advisory firm empowering women financially since 2001. Curtis proactively identified a market gap for women investors and embraced the opportunity to provide tailored financial solutions for women at all stages of their lives, from building wealth to retirement planning to navigating life transitions.

Curtis has been featured in Morningstar Advisor, The Wall Street Journal, Money, Financial Planning, Real Simple and InvestmentNews. Investopedia has included her on the Top 100 Most Influential Advisors list since its inception in 2017. InvestmentNews also selected her as one of the Women To Watch in 2020.

She writes for her blog, Of Independent Means, and also is the author of budgeting e-book "The Happiness Spreadsheet." She has taught personal finance at an all-women college in Oakland and enjoys conducting budgeting workshops for young women.

Curtis can be reached via email at Follow her on Twitter at @cathycurtis.

You can read Curtis's CNBC contributions here.