Cathy Curtis

Investing and Financial Planning for Women and Their Families

Financial Adviser at Curtis Financial Planning, LLC in Oakland, CA

About

Cathy is a Fee Only, Independent Certified Financial Planner and Investment Advisor specializing in the needs of women and their families. She has over 13 years of experience in comprehensive financial planning and investment management for individuals and small businesses. She is a frequent public speaker on personal finance topics and writes for her own blog as well as for CNBC and AOL Daily Finance.

Address
3824 Grand Avenue, Suite 100 in Oakland, CA 94610
Info
None specified

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by ioweinie
Answered by William Buss, Investment Adviser in Woodland Hills, CA
The first step is prepare a financial plan to define your goals, your current financial picture, your comfort zone, and what risks to your current finances exist.
Q&A
Asked by an anonymous user
Answered by Cathy Curtis, Financial Adviser in Oakland, CA
You might want to check out Quicken Loans HELOC's or Charles Schwab HELOC's (not sure if they do business in Florida)
Q&A
Asked by Mike Buckley
Answered by Cathy Curtis, Financial Adviser in Oakland, CA
I would try Craig's list and Ebay to start and then search for other online art exchanges. Be sure and read reviews from other users and other due diligence.
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Articles

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Specialties

  • Business Planning
  • Education Savings
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Licenses

Series 65

Associations

NAPFA

Certifications

CFP

Accomplishments

Awards

CNBC Advisory Council

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.