Cathy Curtis, Fee Only Financial Planner and Investment Advisor

Born and raised in San Francisco, currently resides in the Oakland Hills with her husband of 7 years.

Post-Secondary Educational Background
UC, Berkeley, CA - 1980 Bachelor of Arts, Public Policy
UC, Berkeley, CA - 1999 Personal Financial Planning

Licenses/Registrations
Registered Investment Advisor, CA - 2001
Certified Financial Planner - 2003

Industry Affiliations

Member, National Association of Fee Only Planners - NAPFA
Member, Norcal Study Group of NAPFA

Member, Financial Women's Association

Member, IFA Life

Recent Business Background
Prior to her career in financial services, Cathy Curtis had been a sales and marketing executive for Fortune 500 companies in the consumer products industry such as General Mills, Borden, The Potlatch Corporation, Torbitt & Castleman and Bradshaw Inc. (1981-1999)

Community Service and Memberships
The Commonwealth Club of California - Bay Gourmet Program Chair
Rockridge Toastmasters
The Slow Food Organization
The Hatch Network

Women In Consulting
Meals For Change Advisory Council

Interests
Outdoor athlete: swimming, biking, hiking and golf; bookworm; amateur cook and dining aficionado; yoga/pilates enthusiast; blues and jazz; international travel