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. How can we help you reach your goals?


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. Listen to Cathy in her own
words about what it means to be a fiduciary.


Please take a moment to review our Code of Ethics and Disclosure Statement.


Videos of Interest
Take a look at some of our favorite video presentations here.
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In The Media











12/12/2011 AARP Viva quotes Cathy in "How to
Protect Yourself Against Inflation".

12/11/2011 The Miami Herald quotes Cathy in "Is
Florida’s 'prepaid college' a good option? Do the
math"

11/19 /2011 The Miami Herald interviews Ana
Maria in "How to Save Some Green This Holiday
Season."

11/14/2011 Florida Trend Magazine interviews
Ana Maria regarding end of year tax planning
strategies.

11/1/2011 Telemundo Television interviews
Cathy regarding Bank of America ending debit
card fee plans.

10/30/2011 Richmond Times-Dispatch quotes
Cathy in "Financial Essentials for New Parents".

10/10/2011 Daily Business Review hosted
annual Wealth Management Roundtable and
invited select South Florida advisors, including
Cathy Pareto, to discuss various financial topics
regarding today's investing and planning issues.

8/10/2011 El Nuevo Herald quotes Cathy in article
about U.S. Debt downgrade and recent market
volatility.

5/2/2011 Wall Street Journal quotes Cathy in
"ETFs make Alternative Investments More
Accessible"



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) 648-9814 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 world. Talk to
us today.