Cathy Curtis
10 Podcast Episodes
Growing a Business in Wealth Management with Cathy Curtis
Growing a Business in Wealth Management with Cathy Curtis
Cathy is the founder of Curtis Financial Planning, an independent RIA firm located in Oakland, CA. She is a CFP professi... Read more
20 Jan 2022
•
33mins
Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis
Ep #313: Loving Your Business 20 Years In: An Interview with Cathy Curtis
We’re excited to introduce you to Cathy Curtis, founder of Curtis Financial Planning, a fee-only firm out of Oakland, CA... Read more
14 Jul 2021
•
59mins
Similar People
Taylor Schulte
Carl Richards
Scott Frank
Brittney Castro
Mary Beth Storjohann
Justin Castelli
Josh Brown
Ashby Daniels
Leighann Miko
Michael Kitces
Douglas Boneparth
Steve Lockshin
Jude Boudreaux
Luis Rosa
Ron Carson
Episode 59: Inheritance Mistakes with Cathy Curtis
Episode 59: Inheritance Mistakes with Cathy Curtis
In this episode Melissa Joy, CFP®, and Cathy Curtis, CFP® discuss the common mistakes they see clients make when it come... Read more
6 Apr 2021
•
29mins
39. Branding, Social Media and Podcasting that Lights You Up and Feeds Your Soul with Cathy Curtis, CFP®, Founder of Curtis Financial Planning, LLC
39. Branding, Social Media and Podcasting that Lights You Up and Feeds Your Soul with Cathy Curtis, CFP®, Founder of Curtis Financial Planning, LLC
Today’s episode of In The Suite with Cathy Curtis, CFP® is all about feeding your soul by sharing your authentic self. C... Read more
20 Mar 2021
•
1hr
Most Popular
Elon Musk
Barack Obama
Bill Gates
LeBron James
Mark Cuban
Michelle Obama
Melinda Gates
Arnold Schwarzenegger
Kevin Hart
Terry Crews
Mike Tyson
AIE 31: Financial Planning for Women with Cathy Curtis
AIE 31: Financial Planning for Women with Cathy Curtis
In this episode, Lauren and Cathy Curtis talk about the specific needs and financial situations often faced by women, es... Read more
20 Oct 2020
•
43mins
Cathy Curtis – Building a company that speaks to your ideal client
Cathy Curtis – Building a company that speaks to your ideal client
Watch on YouTube07:03 – Cathy explains why she only works with women17:40 – Building a brand that your clients care abou... Read more
12 May 2020
•
40mins
EP 58: Women, Money & Entrepreneurship with Cathy Curtis
EP 58: Women, Money & Entrepreneurship with Cathy Curtis
In this episode, Cathy Curtis shares with Master Builders how she empowers women to effectively manage their money and h... Read more
25 Nov 2019
•
23mins
Ep 143: Getting Local Clients Via Google Search With A Niche Of Serving Independent Women with Cathy Curtis
Ep 143: Getting Local Clients Via Google Search With A Niche Of Serving Independent Women with Cathy Curtis
Cathy Curtis is the founder of Curtis Financial Planning, a solo independent RIA that oversees nearly $60 million in ass... Read more
24 Sep 2019
•
1hr 48mins
Cathy Curtis on Nell Blaine
Cathy Curtis on Nell Blaine
Cathy Curtis is the author of two previous biographies of women artists, RESTLESS AMBITION: GRACE HARTIGAN, PAINTER (Oxf... Read more
25 Jul 2019
•
1hr 2mins
Cathy Curtis
Cathy Curtis
Cathy Curtis, Certified Financial Planner™ Passion. Success. Transparency. Service. These four qualities define how fina... Read more
16 Jun 2016
•
20mins
