- Born and Raised In San Francisco.
- Educated at Mercy Highschool and UC Berkeley.
- 20 year career in the Food Industry in Sales and Marketing.
- Passionate about Personal Finance and Investing.
- Certified Financial Planner and Investment Advisor
- Founded Curtis Financial Planning in 2001.
- 12 Years As a Financial Advisor.
- Focus on Women Clients.
- Chair, Bay Gourmet Forum of the Commonwealth Club.
- Vice President of the Board of CUESA- The Center for Urban Education About Sustainable Agriculture
- Advisory Council for CAFF.
- Love to swim, dine out, cook, hike, travel, read.
- Favorite places: Tahoe, New York, Paris, Santa Fe, Taos, New Orleans, Sonoma County.