Cathy M. Pareto

Cathy M. Pareto

| CFP®, MBA

Cathy Pareto and Associates

(305) 648-9814

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Fee Only Financial Planner Located in Coral Gables / Miami, FL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Website

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2030 South Douglas Road
Suite 215
Coral Gables, FL 33134

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Cathy Pareto is a Coral Gables / Miami, FL Fee-Only Financial Planner serving Coral Gables and all surrounding areas. Cathy Pareto and Associates, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Cathy Pareto is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Cathy Pareto, MBA, CFP®, is the Founder and President of Cathy Pareto & Associates, Inc., which has been named in Forbes as one of the Top 10 Most Dependable™ Wealth Managers for Women in the U.S. as well as being selected to Worth Magazine’s list of America’s Top Wealth Managers for 2008.

For nearly twenty years, Cathy has been helping affluent investors achieve their financial objectives. She has extensive experience in retirement issues, asset allocation, investment selection, investment management, education planning, estate planning coordination, and asset protection strategies. Cathy also serves as an “expert witness” in legal matters.

Educational Background

Cathy earned her BA in Finance and later her Executive MBA at Florida International University, graduating in the top three of her class and as a result she was inducted into the prestigious Beta Gamma Sigma Graduate Business Honors Society. Additionally, she was an Adjunct Professor and Faculty Coordinator for the CFP® Program at Florida International University’s College of Business.

In the Media

Cathy Pareto is a sought after source for the financial media.  Her 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.  Her 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. She has 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.

Professional Memberships

  • Greater Miami Estate Planning Council  -  Board of Directors 2006-2012
  • NAPFA National Association of Personal Financial Advisors – South Region Board Member 2007-2009
  • Florida International University Executive MBA – Professional Advisory Board
  • Financial Planning Association – Past Member of the Board of Directors
  • The Miami Foundation – GLBT Projects Fund, Past Professional Advisory Committee member

Professional Accolades

  • 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

Cathy is fluent in both English and Spanish.  In her spare time Cathy enjoys spending time with her family, volunteering in the community, listening to music, and traveling.

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We believe you can achieve a more secure financial future by having a complete view of your finances, and by having a clear strategy to help you attain your goals. This is the reason why we begin every client engagement with a personalized financial plan that includes more than just investment recommendations. After all, your investments are just a piece of your overall financial picture.

Cathy Pareto and Associates is a fee-only financial planning and investment management firm dedicated to helping clients achieve financial security.  Our services include wealth management, retirement planning, asset management and more.

We work with clients going through different stages of their lives including:

  • Working Towards Retirement
  • Approaching Retirement
  • Retiring or Already Retired
  • Going through a Divorce
  • Planning After the Loss of a Spouse

Be More Than 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 or advice they deserve.

When you work with Cathy Pareto and Associates you will experience the difference it makes to have a well-rounded, knowledgeable, objective and experienced financial advisor on your side that truly understands you and cares about helping you meet your goals.

We bring the human aspect back into financial planning and investing.

Your Personal Financial Helpline

We do more than just create financial plans or invest your assets; we help you make better financial decisions. When you have questions related to insurance needs, buying versus leasing, saving, buying a home, investing, retirement or other, you can call us. We serve as your sounding board to help you make informed decisions that will impact your financial future. That’s what makes our Advisors different. It’s like having your own personal financial help-line.

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 financial future.

Cathy Pareto and Associates is based in Coral Gables, FL, but we serve clients around the country and around the world.

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