Investment Management and Financial Planning

Time for a New Strategy?

Unhappy with your current Investment Advisor or Investment Strategy? Do you
sense your Advisor may not have your best interest at heart? Feel like they don't
listen to your concerns, are disengaged or worse yet, they avoid your phone
calls?  Maybe it's time for a new strategy and a different type of relationship.

Contact us to find out how we are different. Fill out our request for information form



Don't Be Just Another Account

The single biggest complaint investors have about their current relationship with
their Financial Advisor is that they feel like a number. They seldom get the
personalized service they deserve.

When you work with Cathy Pareto and Associates you  will experience the
difference it makes to have a knowledgeable Advisor who truly understands you
and  cares about helping you meet your goals. Experience a more personal
approach to financial planning and investing.  To us you will never be just another
account.


Working With an Independent
Fee-Only  Advisor

Cathy Pareto and Associates is an independent Fee-Only investment
management and financial planning firm. We provide personalized ongoing or
hourly based financial planning and investment management services to:









More and more individuals and  families are using the services of fee-only
independent advisors to help them with their personal financial plans and
investments. The reason for this trend is simple, with a fiduciary, fee-only advisor
you have a dedicated and unbiased professional that not only has your best
interest at heart, but also adheres to the highest standards of ethics within an
industry plagued by frauds and glorified salespeople.



Please take a moment to review our Code of Ethics.
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In The Media









6/27/09 Fox Business News  featured Cathy
Pareto as a panelist on its live show,  "Your
Questions, Your Money" .

6/19/09 CreditCards.com quotes Cathy Pareto
in Sally Herigstad's reader Q&A

6/18/09 The South Florida Business Journal
presented Cathy Pareto with an award and
inclusion on its "40 Under 40" list of honorees.

6/5/09 CreditCards.com quotes Cathy Pareto in
Sally Herigstad's reader Q&A

5/21/09 The New York Times quotes Cathy
Pareto in "Time for a New Strategy?"

4/19/09 Investment News quotes Cathy Pareto
in "In the Prime of Their Lives, Young Investors
Fear Future".

3/30/2009 to 3/31/2009 Cathy Pareto will be a
featured speaker at the 2009 U.S. World Series
of ETF's-Southeast Conference

3/27/2009 Forbes Cathy Pareto's article
"Mutual Fund or ETF: Which is Right for You?"
gets published on Forbes.com

3/18/2009 BusinessWeek Cathy Pareto gets
quoted by Ben Steverman in Obama: Feeling
our Financial Pain?

3/10/2009 The Wall Street Journal quotes
Cathy in special section on Personal Financial
Planning.

2/18/2009 WIOD Radio/Wayne Roustan
interviews Cathy about the President's
economic stimulus plan.






Visit our Media Room for a complete list of
media interviews and quotes Click here



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Cathy Pareto And
Associates has been
honored by Worth
Magazine to be
included in its annual
list of top 250 Wealth
Advisors in the US.
October 2008 Edition.  
Let's Talk!

We invite you to schedule a meeting with us
for a review of your financial situation. Call us
today at 305-728-7234 or fill out our contact
form so that we may call you. We are a
Miami, Florida based financial planning and
investment firm, but serve clients around the
country.