Cathy Pareto, MBA, CFP® of Cathy Pareto And Associates, Inc. has been selected by Worth Magazine as one of its Top 250 Wealth Advisors in the US.
“Each year, Worth recognizes an elite group of individuals for their expertise, integrity and dedication to the field of wealth management. The Top 250 list represents months of extensive research and rigorous analysis. Wealth advisors from throughout the United States vie for inclusion, yet only a select few are chosen,” said Associate Publisher Andrew Pedersen. “Those included on the list represent the pinnacle of the wealth management profession.”
Cathy Pareto, MBA, CFP®, is the Founder and President of Cathy Pareto & Associates, Inc. a financial planning and investment management firm located in Coral Gables, FL. 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”.
Cathy Pareto 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. She 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. She is also widely quoted by the financial media.