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Cathy Curtis
Works at Curtis Financial Planning
Attended University of California, Berkeley
Lives in Oakland, CA
558 followers|16,408 views
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Cathy Curtis

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While the launch of direct-to-consumer “robo-advisors” hasn’t exactly disrupted the existing AUM of (human) financial advisors, the technology tools of robo-advisors have done much to highlight the inferiority of many of the technology solutions available to advisors today. So much, in fact, that a number of robo-advisors are beginning to pivot and offer their tools for advisors to use with their own clients. This robo-advisors-for-advisors trend...
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Cathy Curtis

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Mark and Linda Majors don't have employer-sponsored retirement plans, but are planning a life in retirement filled with overseas adventure. Here's how.
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Cathy Curtis

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When it comes to retirement, American women save far less than men and invest too conservatively, according to a new survey from BlackRock.
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Sobering. Thanks for sharing Cathy!
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Cathy Curtis

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The administration's proposed 2016 budget would impose required minimum distributions for Roth IRAs similar to those for other retirement accounts.
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People
In her circles
264 people
Have her in circles
558 people
Anne McGivern at Media Tweakers's profile photo
Licinia Ramalho McMorrow Iberri's profile photo
Maria Clark's profile photo
Rotem Segal (MONEYFACTOID)'s profile photo
AlexzandraD.com's profile photo
April Rudin's profile photo
Strategic Consulting & Training's profile photo
Ronald Surz's profile photo
Ryun Patterson'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
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
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
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
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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 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