Catherine Curtis - Curtis Financial Planning

Curtis Financial Planning, LLC, is a fee-only independent investment advisory and financial planning firm located in Oakland, California, offering comprehensive financial planning and investment advisory services to savvy women and their families. We recognize that women have unique financial concerns. No matter what stage you are in your life, whether you're in retirement, recently divorced, dancing with the idea of retirement or overwhelmed by an unexpected windfall of inherited money, we want to help you take control of your financial life. Working with a team of resource partners, we lay a solid financial foundation to grow, protect, manage and distribute your wealth. We work with you to demystify the process free of stress, anxiety or fear of uncertainty. We provide clarity and stability to create a healthy relationship with your money both now and in the future. Our goal is to empower women to live life on their terms and own their dreams and aspirations. We partner with you to plan, save and invest your money wisely. Cathy Curtis, Certified Financial Planner Passion. Success. Transparency. Service. These four qualities define how financial planner and investment adviser Cathy Curtis lives her life and runs her business. She is fueled by passion for what she does and her business is rooted in personal success. She opted for transparency as a business modelno hidden costs or behind-the-scene incentiveswhich reinforces the satisfaction she gets from being of service.