Catherine Curtis
Investment adviser representative at Curtis Financial Planning
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$163.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Curtis Financial PlanningJun 2013 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Curtis Financial Planning
Legal name: Curtis Financial Planning, LLC
$163.5MAssets managed
76Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1644947
- Firm CRD
- 136785