| Cathy Pareto, MBA, CFP®, AIF®President & Founder |
 |
 | |  | |  | |  | |  | |  | |  |
 |
Cathy Pareto, MBA, CFP®, AIF® - President & Founder
Cathy Pareto, MBA, CFP®, AIF® is the Founder and President of Cathy Pareto &
Associates, Inc. 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.
For over a decade Cathy was a Senior Financial Advisor for another Miami based
investment advisory firm, where she managed over $200 million in assets for high
net worth clients and retirement plans. She 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.
Educational Background
Cathy 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.
In the Media
Cathy Pareto’s articles have been published in periodicals and websites, including
Women in Business,Investopedia.com, Miami Medicine, Florida Medical Business,
AccountantsWorld.com, My Financial Advisor, Indexfunds.com, and Fundsinteracctive.
com. Her media contributions include quotes in BusinessWeek, The Wall Street
Journal, The Sun Sentinel, CNNfn, Latina Magazine, Hispanic Trends, AARP's
Segunda Juventud, and many other financial publications. She has appeared on
television and radio shows including CNBC’s “Power Lunch”, WLRN/NPR’s
“Topical Currents", “Wealth & Wisdom”, Total Picture Radio, Landed Radio and more.
Click here to listen to and read some of these interviews.
Professional Memberships
Karla Arguello, MBA - Executive Vice President
Karla Arguello is the Executive Vice President of Cathy Pareto & Associates, Inc.
Karla is responsible for the oversight all areas of the firm's operations including
client service and support, information technology, marketing, process improvement,
business planning and compliance for the firm.
Prior to co-founding Cathy Pareto & Associates, Inc., Karla served as Chief Operating
& Compliance Officer for another Miami based Registered Investment Advisor. After
her eight year tenure with the firm, Karla decided to pursue her entrepreneurial spirit
and passion for operational excellence. Her additional professional background
includes extensive banking experience for both Bank of America and Bank United.
She was also an independent business consultant for start up business ventures.
Educational Background
Karla earned her BA in Management and International Business and later her
Executive MBA at Florida International University, whose Executive MBA Program is
ranked number one in the state according to the Financial Times and whose
Business School is ranked among the top 15% in the U.S. She has recently
completed an Advanced Certificate in Project Management and is a candidate PMP®
Certification exam, a credential that is fast becoming a career milestone in project
management.
Professional Memberships
Cathy Pareto, MBA, CFP®, AIF® is the Founder and President of Cathy Pareto &
Associates, Inc. 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.
For over a decade Cathy was a Senior Financial Advisor for another Miami based
investment advisory firm, where she managed over $200 million in assets for high
net worth clients and retirement plans. She 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.
Educational Background
Cathy 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.
In the Media
Cathy Pareto’s articles have been published in periodicals and websites, including
Women in Business,Investopedia.com, Miami Medicine, Florida Medical Business,
AccountantsWorld.com, My Financial Advisor, Indexfunds.com, and Fundsinteracctive.
com. Her media contributions include quotes in BusinessWeek, The Wall Street
Journal, The Sun Sentinel, CNNfn, Latina Magazine, Hispanic Trends, AARP's
Segunda Juventud, and many other financial publications. She has appeared on
television and radio shows including CNBC’s “Power Lunch”, WLRN/NPR’s
“Topical Currents", “Wealth & Wisdom”, Total Picture Radio, Landed Radio and more.
Click here to listen to and read some of these interviews.
Professional Memberships
- Greater Miami Estate Planning Council - Current Member of the Board of
Directors - United Way of Miami Dade Young Leaders - Current Member
- NAPFA National Association of Personal Financial Advisors - Current South
East Region Board Member - Florida International University Executive MBA - Current Member of
Professional Advisory Board - Financial Planning Association - Current Member
Karla Arguello, MBA - Executive Vice President
Karla Arguello is the Executive Vice President of Cathy Pareto & Associates, Inc.
Karla is responsible for the oversight all areas of the firm's operations including
client service and support, information technology, marketing, process improvement,
business planning and compliance for the firm.
Prior to co-founding Cathy Pareto & Associates, Inc., Karla served as Chief Operating
& Compliance Officer for another Miami based Registered Investment Advisor. After
her eight year tenure with the firm, Karla decided to pursue her entrepreneurial spirit
and passion for operational excellence. Her additional professional background
includes extensive banking experience for both Bank of America and Bank United.
She was also an independent business consultant for start up business ventures.
Educational Background
Karla earned her BA in Management and International Business and later her
Executive MBA at Florida International University, whose Executive MBA Program is
ranked number one in the state according to the Financial Times and whose
Business School is ranked among the top 15% in the U.S. She has recently
completed an Advanced Certificate in Project Management and is a candidate PMP®
Certification exam, a credential that is fast becoming a career milestone in project
management.
Professional Memberships
- NSHMBA - National Society of Hispanic MBA's
- Florida International University Alumni Association
- FPA - Financial Planning Association
 |
About Us
| Karla Arguello, MBA Executive Vice President |
| (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.
| Cathy Pareto, CFP, AIF MBA President & Founder |
| Investment Management and Financial Planning |
 |  |  |
