The Purse Podcast

Cathy Curtis, CFP® is the founder and CEO of Curtis Financial Planning, a full-service financial planning firm based in the San Francisco Bay Area serving clients in the US. Cathy’s mission is to be a fiduciary financial partner for independent women, so they can feel confident about their finances while pursuing what they love and do best.

As a CERTIFIED FINANCIAL PLANNER™ and member of CNBC’s Financial Advisor Council, Cathy is a frequently sought-after author and contributor. For more than a decade, she’s shared her unique financial planning insights via her award-winning blog, Of Independent Means, and widely followed Twitter feed (@CathyCurtis). In 2020, Cathy launched the Financial Finesse podcast to showcase successful, interesting women and provide actionable advice for her listeners.

For the last five years, Cathy has been named an Investopedia 100 Top Financial Advisors. Investment News also recognized Cathy as one of its 2020 Women to Watch for her contributions to the profession and financial literacy, and support of women inside and outside the industry.

We cover the following in our conversation:

• Financial advice for women
• Common money mistakes
• The pandemic: how women manage and invest their money
• Why women are the driving force behind ESG investing
• Cryptocurrencies and how to invest
• Investing in female-led startups
• The superstar Wall Street investor, Cathy Wood
• Advice for women who want to engage much more around the money and investing.