SEC CRD #801-132154
Cathy developed a fascination with the stock market and how companies worked and started investing her own money at a young age. This interest in investing led ... IAPD provides information on Investment Adviser firms regulated by the SEC and/or state securities regulators. Curtis Financial Planning is an independent fee-only advisory firm doing comprehensive financial planning and investment management for single women, women ...
CATHY CURTIS
FINANCIAL ADVISOR & CHIEF COMPLIANCE OFFICER
📞 (510) 451-3528
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AUM
$164M
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