| Investment Management and Financial Planning |
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Cathy Pareto, MBA, CFP®
President & Founder
Cathy Pareto, MBA, CFP® is the Founder and President of Cathy Pareto & Associates, Inc,
and SEC Registered Investment Advisor in Coral Gables, FL. For fifteen years, Cathy has
been helping financial consumers and professionals understand the world of
investments and personal 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. Cathy also serves as an
"expert witness" in legal matters.
Educational Background
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. Additionally, she
was an Adjunct Professor and Faculty Coordinator for the CFP® Program at Florida
International University’s College of Business.
In the Media
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, Women in Business, 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,
Bloomberg News, The Miami Herald, The Sun Sentinel, CNNfn, Latina Magazine,
Hispanic Trends, AARP's Segunda Juventud, and many other financial publications. 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",
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.
You can also check out our video library.
Professional Memberships
Professional Accolades
----------------------------------------------------------------------------------
Ana Maria Martinetti-Katz, MBA, CFP®, CPA
Director of Financial Planning
Ana Maria Martinetti-Katz MBA, CFP®, CPA, serves as the firm's Director of Financial
Planning. She is a Certified Public Accountant in the state of Florida and has a wide range
of wealth management experience. She has been working with wealthy clients since
1998 when she began her career in the Estate and Trust Division of a prestigious local
public accounting firm. Ana Maria is responsible for, among other things, the vision and
delivery of financial planning services to the firm’s clientele. She brings years of
experience in public accounting to help our clients implement tax efficient investment and
retirement planning strategies.
Ana Maria is a graduate of the University of Miami where she obtained a bachelor’s
degree in business administration with a major in accounting. She also holds an MBA
with a certificate in Personal Financial Planning. Like the other advisors in our firm, Ana
Maria is a CFP® practitioner and holds the series 65 license with FINRA.
In addition to her various professional commitments, Ana Maria is actively involved with
charitable organizations. She regularly conducts educational seminars about the
importance of investing for retirement and is also a frequent contributor of financial articles
in AccountantsWorld.com, Morningstar, and Investopedia.com.
Professional Memberships
----------------------------------------------------------------------------------
Nina Arguello
Client Service Associate
Nina Arguello brings a wealth of experience in process improvement and operations
management. She is responsible for new account administration, processing
administrative client requests, preparation of client reports, general office administration
and more. She also serves as the liaison between our clients and the institutional
custodian.
Nina is a graduate of Texas A&M University where she earned a degree in engineering
and graduated with Cum Laude honors . She is currently working towards obtaining her
CFP® certification. Nina is fluent in both English and Spanish, and has a basic
understanding of German.
----------------------------------------------------------------------------------
Jody Johnson
Business Coach and Corporate Strategist
Jody Johnson rounds out our team by providing business coaching to our professionals.
She and Cathy Pareto work very closely in developing corporate strategy and training for
the firm. Jody is a certified and professional business coach with over five years of
coaching experience. As a certified business coach and an award winning Master coach
she is consistently ranked in top 100 coaches in the world and top 10 coaches in the US
for over 5 years. She is the founder and chairwoman of a local non-profit - Healing Thru
Arts and remains a social activist. Jody was a successful emergency room nurse for 12
years and a Director of nursing for 7 years.
President & Founder
Cathy Pareto, MBA, CFP® is the Founder and President of Cathy Pareto & Associates, Inc,
and SEC Registered Investment Advisor in Coral Gables, FL. For fifteen years, Cathy has
been helping financial consumers and professionals understand the world of
investments and personal 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. Cathy also serves as an
"expert witness" in legal matters.
Educational Background
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. Additionally, she
was an Adjunct Professor and Faculty Coordinator for the CFP® Program at Florida
International University’s College of Business.
In the Media
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, Women in Business, 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,
Bloomberg News, The Miami Herald, The Sun Sentinel, CNNfn, Latina Magazine,
Hispanic Trends, AARP's Segunda Juventud, and many other financial publications. 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",
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.
You can also check out our video library.
Professional Memberships
- Greater Miami Estate Planning Council - Current Member of the Board of Directors
- NAPFA National Association of Personal Financial Advisors - South Region Board
Member 2007-2009 - Florida International University Executive MBA - Current Member of Professional
Advisory Board - Financial Planning Association - Current Member of the Board of Directors
- The Miami Foundation (formerly Dade Community Foundation) GLBT Projects
Fund, Professional Advisory Committee member
Professional Accolades
- Worth Magazine, Top 250 Wealth Advisors 2008
- Forbes Magazine, Top Ten Most Dependable Wealth Managers for Women in U.S.
(Goldline Research), 2008 - South Florida Business Journal, 40 Under 40 List, Class 2009 - honoring the
region’s best and brightest professionals under 40 years old for their professional
success and community involvement
----------------------------------------------------------------------------------
Ana Maria Martinetti-Katz, MBA, CFP®, CPA
Director of Financial Planning
Ana Maria Martinetti-Katz MBA, CFP®, CPA, serves as the firm's Director of Financial
Planning. She is a Certified Public Accountant in the state of Florida and has a wide range
of wealth management experience. She has been working with wealthy clients since
1998 when she began her career in the Estate and Trust Division of a prestigious local
public accounting firm. Ana Maria is responsible for, among other things, the vision and
delivery of financial planning services to the firm’s clientele. She brings years of
experience in public accounting to help our clients implement tax efficient investment and
retirement planning strategies.
Ana Maria is a graduate of the University of Miami where she obtained a bachelor’s
degree in business administration with a major in accounting. She also holds an MBA
with a certificate in Personal Financial Planning. Like the other advisors in our firm, Ana
Maria is a CFP® practitioner and holds the series 65 license with FINRA.
In addition to her various professional commitments, Ana Maria is actively involved with
charitable organizations. She regularly conducts educational seminars about the
importance of investing for retirement and is also a frequent contributor of financial articles
in AccountantsWorld.com, Morningstar, and Investopedia.com.
Professional Memberships
- American Institute of Certified Public Accountants
- Florida Institute of Certified Public Accountants
- Financial Planning Association
----------------------------------------------------------------------------------
Nina Arguello
Client Service Associate
Nina Arguello brings a wealth of experience in process improvement and operations
management. She is responsible for new account administration, processing
administrative client requests, preparation of client reports, general office administration
and more. She also serves as the liaison between our clients and the institutional
custodian.
Nina is a graduate of Texas A&M University where she earned a degree in engineering
and graduated with Cum Laude honors . She is currently working towards obtaining her
CFP® certification. Nina is fluent in both English and Spanish, and has a basic
understanding of German.
----------------------------------------------------------------------------------
Jody Johnson
Business Coach and Corporate Strategist
Jody Johnson rounds out our team by providing business coaching to our professionals.
She and Cathy Pareto work very closely in developing corporate strategy and training for
the firm. Jody is a certified and professional business coach with over five years of
coaching experience. As a certified business coach and an award winning Master coach
she is consistently ranked in top 100 coaches in the world and top 10 coaches in the US
for over 5 years. She is the founder and chairwoman of a local non-profit - Healing Thru
Arts and remains a social activist. Jody was a successful emergency room nurse for 12
years and a Director of nursing for 7 years.
About Us
| (c) 2011 Cathy Pareto & Associates, Inc. All rights reserved |
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read, understand and will abide by our terms of use, legal notices, and disclaimers.
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| Cathy Pareto, MBA, CFP® President & Founder |
| Jody Johnson Business Coach / Corporate Strategist |
| Ana Maria Martinetti-Katz, MBA, CFP®, CPA Director of Financial Planning |
| Nina Arguello Client Service Associate |
