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. Read more about Cathy Curtis, CFP®.
Fiduciary Standard of Care
Our commitment and dedication to our clients is clear. As a fee-only Registered Investment Advisor firm, we are legally bound by a code of ethics requiring the highest obligation of care, good faith and trust to always act in our clients’ best interest. We are independent of proprietary products, sales quotas or other conflicts of interest that could influence our advice.
Unlike brokers and financial representatives who are only held to a suitability standard, we are registered with the State of California and adhere to the stricter fiduciary standard. In addition, we have taken a fiduciary oath through our affiliation with NAPFA and the CFP Board of Standards. Think of it as a family fiduciary standard of care: we champion for you to protect and promote your long-term well-being.
Our Core Values
We live by these core values:
Authenticity: Permission to be who you are.
Focus: We talk less and listen more.
Honesty: Supporting your goals, not your habits.
Simplicity: Illuminating what matters.
Our mission is to help you live well now and in retirement.
BE INSPIRED to take control of your future.
GET EMPOWERED to discover your untapped opportunities.
CREATE MEANING aligned with your deepest values.
EMBRACE AMBITION to achieve your maximum potential.