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 6 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, Financial Planning Association - FPA

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

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 1987-1999.

Community Service and Memberships
The Commonwealth Club of California - Bay Gourmet Forum Leader

National Association of Women Business Owners -NAWBO

Ladies Who Launch
E-Women Network
Rockridge Toastmasters
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