Cathy Curtis has a lot on her plate.
As the Founder and CEO of Curtis Financial Planning, Inc, a 20-year-old independent financial advisory firm based in the San Francisco Bay Area, she wears lots of different hats and consistently juggles competing priorities. Her firm helps individuals, primarily women and their families, with financial planning and investment management, and their mission is to partner with their clients to help them make smart decisions with their money so that they reach their goals and live a life free of money worries.
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