President & Founder, Cathy Pareto And Associates, Inc.--Financial Planning & Investments
Miami/Fort Lauderdale Area
- Current
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- President & Founder at Cathy Pareto And Associates, Inc.
- Past
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- Senior Financial Advisor at Investor Solutions, Inc.
- Assistant Branch Manager at Wells Fargo Financial
- Education
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- Florida International University - College of Business Administration
- Florida International University - College of Business Administration
- Recommended
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7 people have recommended Cathy - Connections
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118
connections
- Industry
- Financial Services
- Websites
Cathy Pareto, MBA, CFP, AIF’s Summary
Cathy Pareto, MBA, CFP®, AIF® is the Founder and President of Cathy Pareto & Associates, Inc. For nearly fifteen years, Cathy has been helping financial consumers and professionals understand the world of investments and personal finance with a sound, but down to earth money management approach.
Money management does not have to be an intimidating and mystifying process. Cathy's belief is that there is more to investment management and financial planning than just the numbers. It takes commitment, clear communication and trust between the Advisor and the Client to plan out a strategy, and it requires the experience of a competent Advisor to execute that strategy.
Cathy has extensive experience in retirement issues, asset allocation, investment selection, investment management, education planning, estate planning coordination, and asset protection strategies.
Cathy earned her BA in Finance and later her Executive MBA at Florida International University, graduating in the top three of her class and as a result she was inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society.
Cathy Pareto’s articles have been published in numerous periodicals and websites, including Forbes.com, Yahoo Finance, Investopedia, Women in Business, and more.
Her media contributions include quotes in BusinessWeek, The Wall Street Journal, The New York Times, Bloomberg News, The Miami Herald, and many other financial publications. She has appeared on television and radio shows including CNBC’s “Power Lunch”, WLRN/NPR’s “Topical Currents", and more.
(Accolades)
Worth Magazine, Top 250 Wealth Advisors 2008
Forbes Magazine, Top Ten Most Dependable Wealth Managers for Women in U.S. (Goldline Research), 2008
South Florida Business Journal, 40 Under 40 List, Class 2009 - honoring the region’s best and brightest professionals under 40 years old for their professional success and community involvement
Cathy Pareto, MBA, CFP, AIF’s Specialties:
Portfolio Management, Financial Planning, Retirement Planning, IRA Rollovers, Roth IRAs, Roth Conversions, 401k Rollovers, Spousal IRAs, College Savings, 529 Plans, Brokerage Accounts, Net Unrealized Appreciation NUA, QDROs, Financial Advisor, Fee-Only Advisor, CFP.
Cathy Pareto, MBA, CFP, AIF’s Experience
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President & Founder
Cathy Pareto And Associates, Inc.
(Financial Services industry)
November 2007 — Present (1 year 9 months)
Independent Registered Investment Advisor and Financial Planning firm serving the needs of young professionals, widowed and divorced women, non traditional families, traditional families and small businesses. Minimum investable assets of $300,000. Full service financial planning available.
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Senior Financial Advisor
Investor Solutions, Inc.
(Privately Held; 11-50 employees; Financial Services industry)
September 1997 — November 2007 (10 years 3 months)
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Assistant Branch Manager
Wells Fargo Financial
(Public Company; 10,001 or more employees; WFC; Financial Services industry)
May 1995 — September 1997 (2 years 5 months)
Cathy Pareto, MBA, CFP, AIF’s Education
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Florida International University - College of Business Administration
MBA , Executive MBA , 2004 — 2006
International Residence in India
- Activities and Societies:
- Beta Gamma Sigma Business Honors Society
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Florida International University - College of Business Administration
Bachelors , Finance , 1992 — 1995
Additional Information
Cathy Pareto, MBA, CFP, AIF’s Websites:
Cathy Pareto, MBA, CFP, AIF’s Interests:
My passion is to help people with their personal finances through sound and research driven financial planning and investing advice.
Cathy Pareto, MBA, CFP, AIF’s Honors:
2008 Worth Magazine Top 250 Wealth Advisors List
2008 Most Dependable Wealth Management Firm for Women by Goldline Research published in Forbes Magazine June 2008.
Beta Gamma Sigma 2006
Cathy Pareto, MBA, CFP, AIF’s Contact Settings
Interested In:
- career opportunities
- consulting offers
- expertise requests
- business deals
- reference requests
- getting back in touch
