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Aug 4, 2020

In this episode of Financial Finesse, host Cathy Curtis, CFP, brings you into her Mastermind Group. She meets with these 4  female financial advisors twice a month to share best practices in running a business and working with clients. The Mastermind Group provides a tremendous amount of support and collegiality for...


Jul 20, 2020

In Episode #4, Cathy interviews four young women she met teaching a Personal Finance class in Oakland about their financial lives, lessons learned, mistakes made and earned successes.  Please keep listening as halfway through Jocelyn (Joy) , LaTorree (Tori), Rebecca, and Reshonda share their thoughts on Black...


Jul 6, 2020

In this episode, host Cathy Curtis CFP interviews Haleh Modasser, Sr. Vice President at Stearns Financial and author of Women on Top: Women, Wealth & Social Change. Haleh’s book focuses on women investors and how they can invest their wealth towards doing good in the world while doing well themselves financially. The...


Jun 12, 2020

Your host Cathy Curtis, CFP, and Melissa Joy, CFP talk about how they work with their clients to create successful financial lives through their comprehensive services. The value of a good financial advisor encompasses helping clients stay on track to reach their goals, stick with an investment plan, save on taxes and...


May 25, 2020

In this episode, Cathy interviews Sally Kuhlman, a client of her firm Curtis Financial Planning and a long-term friend who she met on social media.
Sally shares how she is dealing with life and work during  COVID-19 and you'll also get a great wine tip!