Press and Media Room
Cathy Pareto is widely quoted by the media and has provided investment and personal finance quotes for publications and television shows such as The Wall Street Journal, Business Week, The New York Times, FOX Business, PBS, CNBC, Bloomberg, Jean Chatzy’s blog and More Magazine articles, The Miami Herald, The Daily Business Review, Forbes, Investopedia, WLRN, Accountant’s World, Florida Medical Business, Divorce360 and many more.
You can find a condensed list of media quotes and coverage on this page below. Be sure and also check out our videos.
Videos of Interest
12/6/2013 The Wall Street Journal in “Using a 401(k) to Fund a Career Transition”, Cathy discusses a real life case in which she helped a client transition between careers using a unique rule for 401(k) early withdrawals. Sound planning goes a long way.
12/2/2013 The Daily Business Review – Cathy Pareto is featured in the DBR’s annual Wealth Management special report titled “Wealth Management: Guarding Wealth, Grabbing Opportunity”.
10/15/13 South Florida Legal Guide- Thank you Miami for recognizing Cathy Pareto as a “Top Financial Professional” in the 2013 South Florida Legal Guide! http://ow.ly/pQg3o.
9/27/2013 The Miami Herald heavily quotes Cathy in “Disability Insurance is a Wise Investment“. Our firm does not sell insurance, but risk management is part of any sound financial plan.
7/17/2013 Pete De La Torre Business Program listen to Cathy on 880 a.m. The Biz discussing entrepreneurship.
7/11/2013 The Week and Learnvest.com “How to Inspire Kids to Give to Charity”. Read Cathy’s extensive comments regarding educating children about money and charity.
6/26/2013 Investment News Cathy Pareto and Associates has extensive experience working with same-sex couples. Read Cathy’s planning related comments in “DOMA ruling dramatically changes financial planning for same-sex couples.“
5/14/2013 New York Times in a discussion about measuring portfolio Risk, Cathy is interviewed in this recent NY Times article “Taking the Measure of Risk“.
4/29/2013 Interest.com interviewed Cathy regarding bond prices and rising rates in “A Question of When, not If Bond Prices Will Fall“.
4/26/2013 The Miami Herald features numerous financial tips from Cathy Pareto in “Make that Refund Count“
3/18/2013 TheLaw.tv quotes Cathy in “Gray Divorce: “A Retirement Hurdle and Legal Conundrum.”
1/8/2013 The Wall Street Journal interviews Cathy regarding 401k plans in “More Attention to 401(k)s Can Pay Off“.
12/7/2012 Action Line addresses a reader’s concern about retiring baby boomers with several quotes from Cathy. Read it here.
10/31/2012 TheLaw.tv quotes Cathy in “Why Trusts Aren’t Just For the Rich“.
10/24/2012 TheLaw.tv check out Cathy’s quotes in “Why It’s Never Too Late for an Estate Plan“.
10/17/2012 LearnVest.com quotes Cathy in “Estate Planning for Same Sex Couples- What You Need to Know“.
10/12/2012 DailyWorth.com quotes Cathy in “Four Smart Tax Moves Now“.
10/4/2012 The Daily Business Review hosted its annual Wealth Management Roundtable and invited select South Florida advisors to discuss various financial topics including this year’s “fiscal” cliff”. Cathy Pareto was once again asked to be a panelist. Video and story to follow in November.
9/29/2012 The Miami Herald quotes Ana Maria Martinetti-Katz in “What to Look for in Long Term Care Policies“.
8/30/2012 AdvisorOne features Cathy Pareto’s comments in “Don’t Pay for your Kids’ College“. Parents need to worry about their own retirement and should be selective about financial support for children.
8/20/2012 The Wall St. Shuffle Live radio from Dallas, TX, Dan Stewart talks with Cathy Pareto about finding the right balance and boundaries between parents and children when it comes to money management issues, college planning and more. Listen here.
8/19/2012 Deseret News Cathy Pareto is featured in this recent article discussing college financial planning. She provides key points for parents to consider when funding their children’s’ college education.
8/9/2012 Investment News interviews Cathy in news story “Court case being watched by advisers of same-sex couples“.
7/16/2012 Financial Advisor Magazine Cathy Pareto and Associates, Inc. earns a spot on Financial Advisor Magazine’s RIA Ranking for 2012.
6/1/2012 Money Radio 1510 “Business for Breakfast” interviews Cathy on live radio regarding Baby Boomers and their impact on the stock market.
6/1/2012 Forbes features Cathy’s comments in “Will Retiring Boomers Crash the Stock Market?“
5/28/2012 Investment News interviews Cathy in “Gay Spouses Struggle to Claim Benefits“.
5/9/2012 CNN Money quotes Cathy in “Gay marriage: Boost in ‘economic inequities’ fight“.
5/9/2012 Financial Advisor Magazine quotes Cathy in “Same Sex Couples Face Maze of Financial Issues“.
11/1/2011 Telemundo Television interviews Cathy regarding Bank of America ending debit card fee plans.
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.
7/27/2011 The Miami Herald quotes Cathy in “Debt Ceiling Debate Not End of the World”.
7/5/2011 News Radio WIOD interviews Cathy regarding her role as Community Outreach Co-Chair for Miami Dade Financial Planning Assn.
3/28/2011 BankRate.com quotes Cathy in “4 Ways to Pay Off Your Mortgage Earlier”
3/23/2011 Franklin Prosperity Report quotes Cathy in “Know the New Normal in Credit Scores.”
3/10/2011 Miami Today quotes Cathy in “Boom or bust, number of securities agents remains steady.”
1/14/2011 Fund Action interviews Cathy in a story on currency funds.
Videos of Interest
Take a look at some of our favorite video presentations here.
Media Room Archive: For a complete list of media interviews click here.
For quotes or media information please
Tel: (305) 648-9814