Cathy Curtis, Fee-Only Cerfified Financial Planner™ and Investment Advisor

Born and raised in San Francisco, currently resides in the Oakland Hills with her husband of 9 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

National Association of Fee Only Planners - NAPFA
Financial Planning Assocation - FPA

Financial Women's Association of San Francisco - FWA

Certified Financial Planner certificant - CFP Board

Recent Business Background
Prior to her career in financial services, Cathy Curtis had been a sales and marketing executive for Fortune 500 and private 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
Member of the Board of Directors for CUESA

Member of the Advisory Council for CAFF

Member of The San Francisco Commission on the Status of Women

Member of the Slow Food Organization

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