Cathy Curtis

Founder, Curtis Financial Planning, Financial Advisor. CFP®.
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 model—no hidden costs or behind-the-scene incentives—which reinforces the satisfaction she gets from being of service. Cathy decided to work primarily with savvy, independent and educated women who want a professional to help manage their financial life. These women find in Cathy an empathetic, nonjudgmental partner who can guide them in making wise decisions about money.
INFLUENCE
90 TOTAL NUMBER OF CLIENTS
$60 Million ASSETS UNDER MANAGEMENT

Read, Watch, Listen