Hello! I'm Cathy Curtis.
I'm a fee-only independent financial advisor and CEO of my firm, Curtis Financial Planning. As a Certified Financial Planner鈩�, registered investment advisor (RIA), and member of NAPFA (National Association for Personal Financial Advisors) I have taken a fiduciary oath to put my clients best interest first at all times. Going into the field of financial advice, it's the only model that made sense to me.
I became a financial advisor first off because I was passionate about personal finance and investing. Secondly, I wanted to be of service to people - I wanted to have a positive influence on people's lives. Money matters are complicated and many don't have the .
Contact Details
Tags
personal brandingniche marketingmarketing personasspeaker credentialsspeakers kitfinancial conceptspersonal finance tipssimple truths about moneysimple truths
We鈥檝e updated our privacy policy so that we are compliant with changing global privacy regulations and to provide you with insight into the limited ways in which we use your data.
You can read the details below. By accepting, you agree to the updated privacy policy.
