Cathy Pareto, MBA, CFP® of Cathy Pareto And Associates, Inc. has been
selected by Worth Magazine as one of its Top 250 Wealth Advisors in the
US.
"Each year, Worth recognizes an elite group of individuals for their expertise, integrity and dedication to
the field of wealth management. The Top 250 list represents months of extensive research and rigorous
analysis. Wealth advisors from throughout the United States vie for inclusion, yet only a select few are
chosen," said Associate Publisher Andrew Pedersen. "Those included on the list represent the pinnacle
of the wealth management profession."
Cathy Pareto, MBA, CFP®, is the Founder and President of Cathy Pareto & Associates, Inc. a financial
planning and investment management firm located in Coral Gables, FL. For over twelve years, Cathy
has been helping financial consumers and professionals understand the world of investments and
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 Pareto has extensive experience in retirement issues, asset allocation, investment selection,
investment management, education planning, estate planning coordination, and asset protection
strategies. Additionally, she was an Adjunct Professor and Faculty Coordinator for the CFP® Program at
Florida International University’s College of Business. She earned her BA in Finance and later her
Executive MBA at Florida International University, graduating in the top 20% of her class and as a result
she was inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society. She is
also widely quoted by the financial media.
selected by Worth Magazine as one of its Top 250 Wealth Advisors in the
US.
"Each year, Worth recognizes an elite group of individuals for their expertise, integrity and dedication to
the field of wealth management. The Top 250 list represents months of extensive research and rigorous
analysis. Wealth advisors from throughout the United States vie for inclusion, yet only a select few are
chosen," said Associate Publisher Andrew Pedersen. "Those included on the list represent the pinnacle
of the wealth management profession."
Cathy Pareto, MBA, CFP®, is the Founder and President of Cathy Pareto & Associates, Inc. a financial
planning and investment management firm located in Coral Gables, FL. For over twelve years, Cathy
has been helping financial consumers and professionals understand the world of investments and
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 Pareto has extensive experience in retirement issues, asset allocation, investment selection,
investment management, education planning, estate planning coordination, and asset protection
strategies. Additionally, she was an Adjunct Professor and Faculty Coordinator for the CFP® Program at
Florida International University’s College of Business. She earned her BA in Finance and later her
Executive MBA at Florida International University, graduating in the top 20% of her class and as a result
she was inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society. She is
also widely quoted by the financial media.
 | |  | |  | |  | |  | |  | |  |
| Investment Management and Financial Planning |
 |  |  |
| (c) 2008 Cathy Pareto & Associates, Inc. All rights reserved |
The right to download, store and/or output any material on this Web site is granted for viewing use only. Use or viewing of this site acknowledges that you have
read, understand and will abide by our terms of use, legal notices, and disclaimers.
read, understand and will abide by our terms of use, legal notices, and disclaimers.
| October 2008 Edition |