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 94610Info
None specified
Reviews
Peer Endorsements
Best Answers
Q&A
Asked by ioweinie
Answered by William Buss
Investment Adviser in Woodland Hills, CA
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
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
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.
Specialties
- Business Planning
- Education Savings
- Equities
- Estate Planning
- Mutual Funds
- Retirement Planning
- Risk Management
- Tax Advantaged Investments
- Other
Credentials
Licenses
Series 65
Associations
NAPFA
Certifications
CFP
Accomplishments
Awards
CNBC Advisory Council
Publications
No Publications listed.
Speaking Engagements
No Speaking Engagements listed.