We invite you to schedule a meeting with us for a complimentary introduction of your financial situation. Call us today at (305) 648-9814 or fill out our contact form so we can call you.
A More Personal Approach
Our goal is to develop long
lasting relationships with you
and your family so we can help
you meet your long term financial
goals. This is important because
it allows us to understand your
individual situation, make
recommendations, and adjustments
as your needs change. We know that
our client's lives are constantly
changing, whether it's a new job,
retirement, a new home or other
life changing event, your portfolio
and your financial plan should
reflect these changes.
We want to be there for you every
step of the way to help you navigate
the often complex life changes that
will affect your future.
Experience The Difference
When you work with Cathy Pareto and Associates
you will experience the difference it makes to have
a knowledgeable Advisor who is truly your
financial partner. We not only help you with your
investments, we help you stay on target so you
can live your life with peace of mind.
How Do You Select a Financial Advisor?
We understand that searching for a financial
advisor can be a daunting and often intimidating
task. Here are some great tips on how best to
evaluate your future financial advisor. We hope
we can provide you some guidance as you search
for the best solution, and that during your quest,
you might consider us as your trusted advisor.
The following guides were produced by the
National Association of Personal Financial
Advisors (NAPFA). An independent organization.