Cathy Pareto and Associates
Owner name:
Cathy Pareto
Address:
2030 Douglas Rd #215
Coral Gables, FL 33134
Phone:
(305) 648-9814
Fax:
(305) 675-7652
Business Email:
info@cathypareto.com
Website URL:
https://cathypareto.com/
Keywords:
Miami Financial Planner, Financial Planner Miami, LGBTQ Financial Planning, Financial Advisor Miami, financial advisor near me, Financial planning Miami
Description short:
Cathy Pareto and Associates is a Miami Financial Planner and Investment Management company serving the needs of clients throughout the state of Florida. Our company also helps clients in other states and in other countries.
Description:
Cathy Pareto, MBA, CFP®, is the Founder and President of Cathy Pareto & Associates, Inc., which has been named in Forbes as one of the Top 10 Most Dependable™ Wealth Managers for Women in the U.S. as well as being selected to Worth Magazine’s list of America’s Top Wealth Managers for 2008. For more than twenty years, Cathy has been helping affluent investors pursue their financial goals and objectives. She 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 is a sought after source for the financial media. Her articles have been published in numerous periodicals and websites, including Forbes.com, Yahoo Finance, Investopedia, Young Lawyers Division of American Bar Association and more. Her media contributions include quotes in BusinessWeek, The Wall Street Journal, Bloomberg News, The Miami Herald, The Sun Sentinel, Latina Magazine, Hispanic Trends, AARP’s Segunda Juventud, and others. She has appeared on numerous television and radio shows including CNBC’s “Power Lunch”, Fox Business News “Your Questions, Your Money”, NBC’s “South Florida Today”, and more.
Education
Cathy received her MBA and BBA in Finance from Florida International University.
Quote from Cathy
"I love helping people and sharing the knowledge that I've obtained through the years. Education is empowering. So why not spread knowledge to those who might be interested in learning?"
Year Found:
2007
Number of Employee:
10+
Social Media Links:
https://www.youtube.com/watch?v=BtlZavhSYZ0
https://www.facebook.com/cathyparetoandassociates/