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As an industry-recognized CERTIFIED FINANCIAL PLANNER™, Cathy Curtis, CFP® helps women get clarity and feel confident about their finances.
Our goal is to be your fiduciary financial partner so that you can focus on the rest of your life. If you’re ready to delegate the details of your financial life to an expert, get started today by scheduling an introductory call with Cathy. Schedule a call with cathy.
Dec 7, 2023 · The career of Cathy Curtis, founder and CEO of Curtis Financial Planning, has been marked by a deep commitment to breaking barriers and fostering financial independence among women.
Cathy Curtis is a certified financial planner and the founder and CEO of Curtis Financial Planning, a fee-only financial planning and investment advisory firm empowering women financially...
- Overview
- The Top 10 Advisors
- Methodology
The Investopedia 100 celebrates independent financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management. With more than 100,000 independent
in the U.S., the Investopedia 100 spotlights the country’s most engaged, influential, and educational advisors.
This year’s list highlights advisors who provide unique value to communities across the board, from those who represent clients in various industries—from music to dentistry—advisors who offer pro bono financial planning tips for women, to those who volunteer to educate students within their own community. It's an honor to get to highlight the work these individuals do.
Read on to learn about the 2023 class of the Investopedia 100 Top Financial Advisors. (The Top 10 are named in order, while the remaining 90 are categorized in alphabetical order by last name within each advisor's designated state.)
Head of Planning Strategy, Buckingham Strategic Wealth | Reston, VA
For more than two decades, Kitces has been a financial advisor and educator who helps clients and readers at all stages of life. Prior to joining Buckingham Wealth Partners, Michael founded XY Planning Network to serve 'next generation' clients who seek financial advice but don't have the assets to be served by more traditional financial advisors. XY Planning Network now has 1,700 advisors who work with underserved consumer segments.
Founder & CEO, Blue Ocean Global Wealth | Gaithersburg, MD
Cheng educates the public, policy makers, and media about the benefits of competent, ethical financial planning as a Certified Financial Planner Board of Standards Ambassador. Cheng volunteers her time through the FPA Pro Bono Program and the Foundation for Financial Planning and is a former spokesperson for the AARP Financial Freedom Campaign with a focus on serving the AANHPI community. Her firm Blue Ocean Global Wealth works with the BLX Internship program which places Black and Latino individuals at fee-only financial planning firms to obtain their first job in the financial planning profession.
The annual Investopedia 100 list honors independent U.S.-based financial advisors who have demonstrated top-of-the-industry skills in the following critical areas:
defined as the domain authority of their personal blog or website, followers across socials (LinkedIn, X, TikTok, Instagram, and YouTube), and podcasts (including appearances or ownership of a personal podcast).
measured by the advisor’s participation in workshops, programs, nonprofits or collaboration with others in the community to spread financial education to those who need it most, as well as the creation of accessible content.
measured through peer nominations by industry professionals outside of their own firms, as well as the advisor’s presence and engagement with others in the financial planning industry.
Cathy Curtis is an independent financial advisor and CEO of Curtis Financial Planning based in the San Francisco Bay Area, working with clients nationwide.
The first full-scale biography of a woman whose intelligence, droll sense of humor, and generosity of spirit endeared her to friends and gave her a starring role in the close-knit world of New York artists. Her zest for adventure and freewheeling spending were as legendary as her ever-present cigarette.
