Profile

Cover photo
Cathy Curtis
Works at Curtis Financial Planning
Attended University of California, Berkeley
Lives in Oakland, CA
516 followers|15,715 views
AboutPostsPhotosYouTubeReviews

Stream

Cathy Curtis

Shared publicly  - 
 
When it comes to retirement, American women save far less than men and invest too conservatively, according to a new survey from BlackRock.
1
Jeff Stoffer's profile photo
 
Sobering. Thanks for sharing Cathy!
Add a comment...

Cathy Curtis

Shared publicly  - 
 
The administration's proposed 2016 budget would impose required minimum distributions for Roth IRAs similar to those for other retirement accounts.
1
Add a comment...

Cathy Curtis

Shared publicly  - 
 
- Nobody knew that the yield on the 10 year Treasury would keep going down. – Nobody knew that the price of a barrel of oil would drop by 55%. – Nobody knew the Russian ruble would crash. – Nobody knew that Japan would dip into a technical recession. – Nobody knew that Europe’s tentative …
1
Add a comment...

Cathy Curtis

Shared publicly  - 
1
Add a comment...

Cathy Curtis

Shared publicly  - 
 
Millennials, people ages 18 to 35, are educated and digitally savvy, but bad timing means they will get shortchanged in retirement.
1
Add a comment...

Cathy Curtis

Shared publicly  - 
 
Most women have something in common when it comes to their money: At some point in their lives, they will need to learn how to manage it themselves. Women are marrying later, or never marrying, at ...
1
Add a comment...
In her circles
264 people
Have her in circles
516 people
camilla walker's profile photo
Phone Tech's profile photo
Cate Olds's profile photo
Sujan Sen's profile photo
Monica Fitch's profile photo
Retire Sharp's profile photo
Barry Powers's profile photo
Dana Whitaker's profile photo
Lou Stanasolovich's profile photo

Cathy Curtis

Shared publicly  - 
 
So sad that one man with unreasonable requests can prevent the Commonwealth Club from moving into their new building. 
1
Add a comment...

Cathy Curtis

Shared publicly  - 
 
Given today's socioeconomic realities, it's crucial that women, whatever their marital status, be able to handle financial matters for themselves.
1
Add a comment...
People
In her circles
264 people
Have her in circles
516 people
camilla walker's profile photo
Phone Tech's profile photo
Cate Olds's profile photo
Sujan Sen's profile photo
Monica Fitch's profile photo
Retire Sharp's profile photo
Barry Powers's profile photo
Dana Whitaker's profile photo
Lou Stanasolovich's profile photo
Work
Occupation
Financial advisor and personal finance junky. Bookworm,amateur athlete,and foodie.
Skills
problem-solver, communicator,investor,financial planner,leader,consensus-builder,speed-reader
Employment
  • Curtis Financial Planning
    Financial Advisor, present
    I'm the owner/principal of Curtis Financial Planning, LLC a boutique investment advisory and financial planning based in the San Francisco Bay Area.
Places
Map of the places this user has livedMap of the places this user has livedMap of the places this user has lived
Currently
Oakland, CA
Previously
san francisco - berkeley - oakland
Story
Tagline
Finance, Food, Fun, Fashion, Friends, Philanthropy make life worth living
Introduction
Fee-Only, independent CFP® financial planner and investment advisor. Owner of Curtis Financial Planning based in the San Francisco Bay Area. Specializes in the finances of women and their families. 
Bragging rights
Have grown a successful business from scratch over the last 14 years.
Education
  • University of California, Berkeley
    Financial Planning, 2001
  • University of California, Berkeley
    Public Policy, 1980
Basic Information
Gender
Female
Still worth the money. An experience one does not forget. Wine pairing divine. Service spectacular.
Food: ExcellentService: ExcellentDecor: Excellent
Public - 4 years ago
reviewed 4 years ago
Everything is so well done here. The chef's pay the finest attention to detail.Love the community table inside. Great brunch and lunch.
Food: ExcellentService: ExcellentDecor: Excellent
Public - 4 years ago
reviewed 4 years ago
Best seafood in town.
Food: ExcellentService: ExcellentDecor: Very Good
Public - 4 years ago
reviewed 4 years ago
Lovely decor and gracious service. Food consistently high quality. Great for special occasions and casual dining both.
Food: ExcellentService: ExcellentDecor: Excellent
Public - 4 years ago
reviewed 4 years ago
14 reviews
Map
Map
Map
Serene decor...feel your blood pressure lowering as soon as you walk in the door. Inventive menu with good vegetarian choices. Zen food and atmosphere.
Food: ExcellentService: ExcellentDecor: Excellent
Public - 4 years ago
reviewed 4 years ago
Best place on the Lake for views and people watching.
Food: Very GoodService: Very GoodDecor: Excellent
Public - 4 years ago
reviewed 4 years ago
Great addition to Grand Lake dining scene in Oakland. Professional staff. Simple, reasonable menu with high quality offerings.
Food: ExcellentService: ExcellentDecor: Very Good
Public - 4 years ago
reviewed 4 years ago