Personal Information
Organización/Lugar de trabajo
San Francisco Bay Area United States
Ocupación
Financial Advisor Specializing in the Finances of Women and Their Families
Sector
Finance / Banking / Insurance
Sitio web
http://www.curtisfinancialplanning.com
Acerca de
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™, 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 .
Etiquetas
personal branding
niche marketing
marketing personas
speaker credentials
speakers kit
financial concepts
personal finance tips
simple truths about money
simple truths
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Presentaciones
(1)Documentos
(2)Personal Information
Organización/Lugar de trabajo
San Francisco Bay Area United States
Ocupación
Financial Advisor Specializing in the Finances of Women and Their Families
Sector
Finance / Banking / Insurance
Sitio web
http://www.curtisfinancialplanning.com
Acerca de
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™, 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 .
Etiquetas
personal branding
niche marketing
marketing personas
speaker credentials
speakers kit
financial concepts
personal finance tips
simple truths about money
simple truths
Ver más