Cathy in the News

Cathy Curtis, CFP® has been featured in The Wall Street Journal, Investment News, Money Magazine and Financial Planning Magazine and has also appeared on ABC, KTVU and KGO. She serves on the Digital Financial Advisor Council amongst 20 high-level financial professionals selected by CNBC to provide insight into financial planning and investing strategies for the public. Cathy is also a regular contributor to AOL’s DailyFinance business and financial news section..

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wall-street-journal yahoo-finance money-magazine CNBC Financial Advisor 2015, Cathy Curtis
Top Financial Advisor Blogs And Bloggers – Rankings From Nerd’s Eye View |
Investopedia 2017 100 Most Influential Advisors | Curtis Financial Planning

Schedule Cathy for a Speaking Engagement

Cathy Curtis, CFP® has extensive experience speaking publicly for organizations such as the Commonwealth Club of California, Berkley Women in Business, and Hult International Business School. She covers a wide range of topics ranging from The Happiness Spreadsheet: How to Create a Life Aligned with your Values, Beliefs and Ideals to Socially Responsible Investing.

Download her Speakers Kit to learn more about her expertise.
Contact to request her as a speaker at your next event.


March 12, 2018 It’s key to get ahead of the 2018 tax season: Advisors


February 27, 2018 Market shocks should be wake-up call for investors: Advisors


December 11, 2017 Bitcoin smells like a bubble to CNBC advisor council

July 26, 2017 ‘This is not going to work’: Screening out problematic clients

May 19, 2017 4 Great Savings Accounts for Grandchildren

May 3, 2017 Baby Boomers Admit Their Biggest Money Mistakes

April 3, 2017 Finserv People to Follow XTIVA Financial Systems Blog


October / November 2016 Passion to Help — Cathy Curtis became a financial planner to help women and families MorningStar Magazine Investor Profile
Download a pdf of the article here.

March 17, 20168 ways to give your investments a spring cleaning,

March 2016 — 12 things you should never do with your money, Argent Credit Union website


December 2015Roger Wohlner: 5 reasons your nest egg could be at risk in 2016,

May 8, 2015The true cost of staying home for retirement, CNBC

March 2015 Women lagging in retirement saving: Survey,

March 2015Want more clients? Use these social media strategies,

March 2015The end of ‘back-door’ Roth IRA conversions?,

March 2015Roth IRAs may soon have required minimum distributions,

February 2015 Why do advisors have such a hard time reaching women?,


December 201410 Money Resolutions You Should Make This Year,

July 2014Cathy Named Top 30 Personal Finance Influencer,

April 2014Solo-k: Smart Retirement Planning for Self-Employed, DailyFinance

February 2014Buying your own home? Read this first,

February 2014Don’t overlook these tax deductions,


December 2013Going, Going … Many Key Tax Deductions Set to Expire, DailyFinance

December 2013How Young Couples Can Plan a Smooth Money Merger, Nerd Wallet

October 2013 — Cathy Curtis was chosen to be part of the inaugural CNBC Financial Advisory Council

October 2013 — Coaching Women Clients in Retirement, Financial Planning Magazine

August 20137 Real Retirement Worries to Focus OnYahoo! Finance

April 2013To Be Successful with Female Clients, Make It Personal, Investment News


October 2012 — Think Social Media Doesn’t Work? Think Again. Financial Planning Magazine

May/June 201 How to Promote Your Practice on the Fastest-Growing Social Media Site Today: Pinterest, FPA Practice Management Center

May 2012Success and Chocolate Interview of Cathy Curtis, Success and Chocolate Blog

April 2012Advisor Triples Assets by Making Her Firm Female Friendly, Investment News

March 2012Pin It, Financial Advisor Magazine

February 2012 — Proof That Social Media Works, Financial Advisor Magazine

February 2012 — To Reach Clients Through Social Media, Talk About Yourself, Financial Planning Magazine


August 2011Financial Experts Advise Against Panic During Uncertainty, KGO-TV San Francisco

August 2011Pre-retirees Are Concerned But They Aren’t Panicking, InvestmentNews

August 2011 — What Web-Savvy Advisors Are Doing Right Now, Bank Investment Consultant

April 2011 — Save Money by Shopping in Your own Closet with a Wardrobe Stylist, San Francisco Bay Area Women’s Journal

March 2011 — Health Care Reform: What You Should Know, San Francisco Bay Area Women’s Journal

February 2011 — Beat the Inflation Enemy: 6 Ways to Manage Your Mone, San Francisco Bay Area Women’s Journal

February 2011 — Women Advisors: The Future Begins Now, Financial Planning Magazine

January 2011How to Tweet Your Way to Retirement Goals, US News & World Report


October 2010Planning with Women In Mind, Wall Street Journal Blog

October 2010 A Quick Trip Around the World With Ian Bremmer, Morningstar Advisor

September 2010 The Consequences of Mortgage Industry Reform, Morningstar Advisor

August 2010 (Lack of) Women in Fund Management, Morningstar Advisor

July 2010 — Personal Wealth: How to Handle a Financial Windfall, San Francisco Bay Area Women’s Journal

June 2010Exposing the Truth About the American Dream, Morningstar Advisor

June 2010 — Ups and Downs of the Stock Market: What’s the Impact on Your Investments, San Francisco Bay Area Women’s Journal

May 2010Making the Peace with Volatility, Morningstar Advisor

May 2010 — Manage Your Budget with Envelopes, San Francisco Bay Area Women’s Journal

May 2010Despite Market Plunge, Investors Take Risks, KGO-TV San Francisco

April 2010 — Be Very Careful, Morningstar Advisor

March 2010: A Roth IRA (of Sorts) for Health Care, Morningstar Advisor

March 2010The Sad Road to the Short Sale, Morningstar Advisor

March 2010Managerial Men Continue to Lag in Pay, Promotions, Morningstar Advisor

March 2010 — How to Indulge Your San Francisco Foodie Passion on a Budget, San Francisco Bay Area Women’s Journal

February 2010 — From Financial Fuzziness to Financial Clarity, San Francisco Bay Area Women’s Journal

February 2010When Affluent Are Strapped for Cash, Morningstar Advisor

January 2010 — 10 Simple Truths About Money, San Francisco Bay Area Women’s Journal


December 2009 — Tip: Create A New Budget When You’re Unemployed, It’s the Job Blog

November 2009What Financial Planners Do, Morningstar Advisor

October 2009Gen X-ers Struggle, Morningstar Advisor

September 2009What an Excellent Investment Advisor Does, Morningstar Advisor

May 2009 — Money Makeover: Cleaning up an Out-of-Whack Portfolio, Money Magazine

April 2009The Mess They Left, The Wall Street Journal

April 2009Time Is Money – Financial Freedom Your Way, Working Mother Magazine

March 2009Do you Need a Financial Planner, BlogHer

March 2009Small Dose of Short Funds Might Act As A Salve, Chicago Tribune


October 2008Cash is Looking Better As An Investment, The Wall Street Journal

August 2008 — View From the Bay, KGO-TV San Francisco

July 2008When to Think About Tomorrow, The Wall Street Journal

March 2008Freedom After 50, Oakland Magazine