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Catherine Curtis

Helping Women and Their Families With Their Finances since 2001

Curtis Financial Planning

Oakland

CA

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Curtis Financial Planning 3 years, 9 months Jun 2013 - Present
Clearrock Capital, LLC 10 months Aug 2012 - Jun 2013
Curtis Financial Planning 7 years Aug 2005 - Aug 2012
Curtis Financial Planning 16 years, 2 months Jan 2001 - Present

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.

Articles and Answers

Insights by Catherine Curtis

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 9, 2016
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Curtis Financial Planning

Last updated on March 3, 2017
    • $52.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 106
      Accounts
    • $490.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Other