Hello and thank you for visiting our website. My name is Cathy Pareto and I am the Founder and President of Cathy Pareto and Associates, Inc.
For over twenty five years, I have been helping successful individuals pursue their financial goals and wealth building objectives. Over the years I have developed extensive experience in retirement issues, asset allocation, investment selection, investment management, education planning, estate planning coordination, and asset protection strategies. I honestly love what I do, and I love helping people any way that I can.
I earned my BA in Finance and later my Executive MBA at Florida International University, graduating in the top three of my class and was consequently inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society. Sometime later I returned to FIU as an Adjunct Professor and Faculty Coordinator for the CFP® Program at Florida International University’s College of Business while simultaneously working in wealth management.
I have also completed the educational component of the Investments & Wealth Institute’s Certified Private Wealth Advisor® (CPWA®) Certification via the Yale School of Management, pending board examination this summer.
Since I am so passionate about finance and wealth planning, I love the opportunity to share the knowledge with others. So, I've done a fair amount of work writing and serving as a source for the financial media. My 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. Some 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. It has also been my honor to have 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. I have also been featured on the Today Show.
Professional Associations
- The Episcopal Diocese of Southeast Florida Endowment Committee – Current Vice Chair
- NAPFA National Association of Personal Financial Advisors
- Financial Planning Association
- Prior Board Member for Greater Miami Estate Planning Council
Professional Accolades
- Advisor HQ, Best Financial Advisors in Miami 2018-2022
- 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
I am a native of Miami, Florida and a first generation American. My parents emigrated to this great country from Cuba and Chile. I am fluent in both English and Spanish, but my "Spanglish" is even better. I am the proud mother of three amazing kids and on my down time I love spending time with my family, dancing Zumba, singing Karaoke, volunteering in the community, going to the beach, and traveling with my family.
My team and I look forward to getting to know you and helping you feel more confident about your financial future.