Cathy Pareto, MBA, CFP?, is the Founder and President of Cathy Pareto & Associates, Inc.,
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?"
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Interview Q&A
How long have you been in business?
Since 2008
What is your primary product or service?
Financial Planning and Investment Management
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
In college I became interested in investments and when I got my first banking job I realized that I like helping people make better financial decisions. I see the impact bad decisions can have on someone's financial security. I have a passion for helping people and for investments.
How do you differentiate yourself from other businesses in your category and area?
I believe the size of our firm and our approach to client servicing differentiates us. We are a small firm so we really are like family and consider our clients part of that family. Our clients know that they are not just another account, we really care about their financial well being and are here to help them make good decisions to ensure their retirement.
How many locations do you have and do you have plans to expand?
We have one location at the moment but are able to service clients in different parts of the state using video conferencing.
Provide detailed directions to your location
We are located in Coral Gables on the second floor of 2030 S. Douglas Road. The entrance is on Minorca Ave. Our suite number is 215.
What type of payments do you accept?
Check or direct deposit.
Which areas do you service?
South Florida
Who owns your company or runs daily operations?
Cathy Pareto is the president and sole owner of Cathy Pareto and Associates, Inc. We have a team that runs the daily operations of the firm.
What are your hours of operation?
9-5 pm Mondays - Fridays
What is the best compliment anyone can give you?
A referral - this means that we have done a good job
Contact Cathy Pareto and Associates:
